I keep work product including correspondence in MasterFile, but often get to it from our practice management system through the client record’s documents tab. Clicking on the MasterFile link, the related MasterFile database opens and since I’m looking for my letter to Jim Lipton, it clicking on MasterFile’s “by From, To” it takes me two clicks: one, a click on my name and two, on Jim Lipton’s (the ‘To’ or recipient) and all my letters both completed and in progress are shown. MasterFile is different; I typically neither search or do I have to dig through file folders. When I’m looking for a specific document since I generally know something about it — perhaps the date, author, recipient, type or issue it’s related to — I can simply pinpoint it in a couple of clicks.
Double clicking the Word icon in the MasterFile profile, the letter opens in Word which, as you see in Word’s red title bar, Word understands as coming from MasterFile. I review it, finish off a minor change and save it back.
Elapsed time: 20 seconds (OK, it was basically complete!)
My use of MasterFile has been about evenly divided between scanned documents and those sent electronically. … For my application it isn’t a question of why MasterFile is the best solution, it is the only solution — and also, exceptionally easy to use. Without MasterFile I simply could not accomplish my goals without hiring several assistants to perform the tasks MasterFile handles very efficiently. — Keith Pettle