Lawbyte Case Management Notes

Tom — Fri, 24 Nov 2006 16:47:11 GMT

Originally posted by Nigel

When the merge button is clicked -

1. the standard letter is copied to a file called tempmerge.doc

2. the data from the matter is output to matterdata.txt

3. parameters are written to c:\slpcaseman.txt

4. word is invoked with a macro embedded in the template file caseman97.dot and does a mail merge between tempmerge.doc and matterdata.rtf

errors might occur if:

1. caseman97.dot can't be found in the documents folder

2. corrupt word files - delete any ~temp files that word leaves open in the documents folder - delete matterdata.rtf - delete tempmerge.doc

3. standard letter can't be found - make sure name is correct with .doc extension - make sure location of documents ends in a \ - if the standard letter for that line is changed on standard events - delete that line from the matter event list then go out and in from matter events - it will be recreated next time with the new name

4. location of word is correct - make sure it ends with \

5. macros are enabled in word - set macro security to low

6. some files are hard coded to exist on c:\ - there must be a c: drive

Case Management issues

Lawbyte Case Management Notes