ProLaw Best Practices: Tips to Improve Accuracy, Efficiency, and User Adoption
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Q&A
How do I email multiple documents directly from ProLaw?
Answer:
You can email several documents at once by using the Document Search window. First, search for and select the documents you need, then right-click and choose Send To > Email. ProLaw will automatically open a new email with all selected files attached, saving you from downloading them one by one.
Why aren’t my Child Events calculating correctly when I change the Parent Event date?
Answer:
Child Events only recalculate automatically when the Parent Event is modified before saving for the first time. If the Parent Event was already saved, changing its date will not automatically update Child Event dates. To fix this, open the Parent Event, adjust the date, and use Recalculate (if available for your setup) or manually update the Child Events.
How do I add a new address type to a contact without overwriting the Mailing Address?
Answer:
Open the contact card and go to the Addresses tab. Instead of editing the Mailing Address field, click New Address, select the appropriate Address Type (e.g., Physical, Billing, Home), and enter the details. This ensures each address remains separate and can be used correctly on documents and templates.
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