The DOCS Open facility for importing new clients and matters involves human intervention, MDY's Automated Client Matter Import saves you time and energy. The DOCS log table that tracks every event that occurs for every document can grow into millions of rows, thus slowing system performance. MDY's History Manager for DOCS periodically moves history to a secondary table. This table does not affect DOCS Open performance and is searchable and printable via the History Manager. Version Editor for Docs Replacing the DOCS Open version selection screen, MDY's Version Editor allows users to edit the version comments and, if required, to add a version type.
Users can also delete a version as required.
As a result of different types of errors, many profiles in the DOCS Open database do not have physical documents attached to them and many document files are not profiled in the database. Document Integrity Manager scans both the DOCS Open database and the document server directories and generates reports of both kinds of orphans found. This program changes the ownership of documents, deletes users from a DOCS Open database, and reassigns batches of documents to a different user. When a user is removed, the program redirects all references from that user ID to a new user so that the database integrity is not affected. Physical document files are moved to a new location according to a document path template.