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ProDoc Updates

2010 Updates
We will provide our usual legislative update shipments in June and in September for new legislation effective July 1, 2010 and October 1, 2010 respectively. We will also provide the end of 2010 FLSSI¹ updates.

And, we will continue our commitment to provide you updates to ProDoc forms as agency changes and case law changes dictate. We will also ship form changes we make as a result of customer suggestions and enhancements we make in both ProDoc and our automated forms.

April Update
Our April CD update (shipping to you Friday) features the following enhancements:

• Family Law – We're adding three new forms pursuant to changes by the Florida Supreme Court: Income Deduction Order, Notice to Payor, and a Notice of Filing Return Receipt. And, because we previously provided you an Income Deduction Order in ProDoc, we're updating the ProDoc language in this form to conform to that from the Florida Supreme Court.
• Litigation - We're updating the Proof of Claim pursuant to changes by the U.S. Bankruptcy Court.
• Lipman's Wills & Trusts – We're adding six new forms and revising 433 forms, including:

1. We're modifying and improving the fee agreements so that you now have more options available when creating these forms.
2. We're adding a new form that revokes your client’s existing revocable trust. The form comes in six different versions depending on who created the trust that is being revoked.
3. We're revising the deed forms so that you can now draft an unlimited number of deeds at one time. Each of the deeds will be sent to a single output file, with one letter following the other.
4. We're improving and renaming the forms that were previously called Memorandum Regarding Transfer of Accounts. We're reworking the forms so that they are now letters from your client to the financial institutions. And, you will now be able choose to draft an unlimited number of these letters at one time. Each of the letters will be sent to a single output file, with one letter following the other.
5. You will now have the option to draft trust agreements without withdrawal rights in all of the irrevocable trusts that contain Crummey withdrawal rights.
6. We're removing the Widow and Orphan format settings from every form. There will be places where the forms previously looked better than they do now, and you will find that certain provisions, notary acknowledgments especially, start on one page and end on the next. However, the formatting has been improved a great deal, especially for users of Microsoft® Word.

• Email address field added to the attorney signature blocks – We're adding a field to the signature block to hold the email address for the attorney. If you do not customarily use our Default Answer Sets feature, this would be a great occasion to begin. By setting your email address as a default answer the first time you generate a form, you do not have to do so again. For information about creating and using Default Answer Sets, visit here.

We're adding the email address fields to the volume-specific signature blocks for the Attorney-Client and Mortgage Foreclosures volumes and to the generic signature blocks for the Family Law, Litigation, Probate, Criminal Law and Guardianship volumes.

• The ProDoc/SOS database - We're releasing an enhancement to the underlying database in ProDoc and SOS that we believe makes them more stable in adverse environments. The enhancement also enables ProDoc and SOS to work efficiently with larger number of users and greater amounts of client and case data.

For more details about this update, click here.

March WebUpdate

• Lipman's Wills & Trusts - We added the new 60-3 form – a memorandum to send to clients regarding estate tax repeal and the impact on their plans. We also revised the transmittal letter (form 60-1) with minor grammatical changes.

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Q: I have the ProDoc Wills & Trusts package.  I want to get rid of the page break that leaves spaces between sections.  Can you help me with this?
A: The April update contains this fix. The Widows and Orphans formatting setting is turned off after you install this update.

Q: When are we going to be able to sync SOS with a blackberry, iPhone or other Windows-based phone?
A: We had hoped to release an SOS update this summer that enables SOS to sync with Microsoft® Outlook. If your smart phone syncs with Outlook, you would then be able to sync your device with SOS using Outlook as the intermediary. Unfortunately, we're having to delay that feature until early next year.

Q: When will you have forms that are compatible with Mac and Mac software?
A: (We are asked this question every month so we repeat the question, or a variation of it, monthly.) We are working now to develop a web-based version of ProDoc that runs on any operating system. Watch for that feature to debut around mid-2011. Mac users will be able to use the web-based version while PC-based users will be able to continue with the present computer/server-based version if they wish. Mac users will be able to use the web-based version while PC-based users will be able to continue with the present computer/server-based version if they wish. We have tested and verified that ProDoc runs on a Mac using Parallels™ and a Microsoft Windows® operating system.

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ProDoc Customer Support: Printing ProDoc Forms Lists
Even experienced ProDoc users are often surprised to find out that forms they assumed were not in ProDoc are actually in there. With the hundreds, and maybe thousands, of ProDoc automated forms available to you, perhaps you too find yourself overwhelmed with the task of finding the form you need in ProDoc. We do provide a form-find feature in ProDoc but many users report that they prefer to print their own copies of the forms lists. So, we invite you to learn how to print ProDoc forms lists.

Learn the different ways to print ProDoc forms lists >>

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Read Do Something! Request an introduction >>

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Learn more about Xobni One >>
Learn more about Xobni Mobile >>

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Tech Tip: Integrate Elite Calendar Manager with Microsoft Outlook
If your firm uses Thomson Reuters®' Elite® Calendar Manager product, a new feature enables it to integrate with your Microsoft Outlook Calendar. Elite Calendar Connect for Microsoft Outlook 5.0 enables you to view your litigation docket in Outlook and on your smart phone after syncing the data. You can also configure Calendar Connect so you receive only the events pertinent to your cases.

Learn more about Elite Calendar Connect for Microsoft Outlook 5.0 >>

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Read about BitLocker Drive Encryption (comes free with Microsoft Windows Vista® and 7® >>
Read about TrueCrypt (a freeware product for the rest of us) >>
Review this comparison of disk encryption software >>

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