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Welcome to the Dibcase Free News & Resources Page
View announcements, read our FAQ's, and find some useful tips to help you use Dibcase more effectively.We apologize for making this READ ONLY but with bots and spam attacks, we've turned this into a platform for announcements, FAQs, and support topics.
Forums
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The views, opinions, and advice expressed on this website are those of the authors and do not necessarily reflect the official policy or position of Dibcase Software, LLC or its agents.
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Posts
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We just added a button on the client edit page files tab where you can trigger document generation. It is completed just like on the document manager page. 1. To attach contacts, a matter must be selected with the contact already attached. 2. When generating a name for the document, you must add the name of the template. 3. You can generate several documents at once. -
Dated interface Requires a physical server on site or remote hosting ($100+ per user/month for hosting service AirDesk) Only works with offline versions of MS Office No integrated digital intake forms option $$$ Above average cost with subscription option or yearly maintenance fees Based on legacy database technology (1980's database technology) Not compatible with Adobe Acrobat CC (free e-signatures) Difficult to coordinate remote workers or monitor performance Does not integrate with any storage providers such as DropBox, Google Drive, or OneDrive Limited client portal and medical functionality No integrated document template editor
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New residence address fields are also now available as document merge fields. We also added an "Address Title" that can be used for multiple purpose. For example, "Mary R. Jones Parent of Chastity Jones". "Attn: Director Easter Seals of Seattle for John Q. Baker".
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Now you can create a library of clauses that you can insert into documents, notes, or anywhere in Dibcase. This works because Dibcase has its own internal document editor. Other solutions cannot do this because they rely on Word to create merge documents. To create a new clause you can use the header "+New" process or insert clauses inside the document template editor. Clauses can contain merge fields when use with the document template editor You can create an unlimited number of "Collections" of clauses for any purpose.
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I have been looking for an app or plugin to do this for several years. This Adobe plugin can highlight a list of words, create a TOC, and more. It requires you to have an Adobe Acrobat CC plan to work. I am not sure about older or other versions of Acrobat. Adobe Acrobat CC works great with Dibcase. https://evermap.com/Tutorial_ABM_TOCFromBookmarks.asp I have downloaded and tested this Adobe Acrobat CC plugin and it will create a fully clickable table of contents from an ERE file's bookmarks. Therefore, you don't need to use any 3rd party services to get a TOC added to your files. This could save you quite a bit of money. To purchase the plugin is a one-time charge of $219 for a solo. You can install it on multiple PC's. *I am not being paid for endorsing this product
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