Starting dictations from the History Viewer

You can also start the dictation software directly from the History Viewer for clients, contacts, prospects, matters or projects. This is similar to starting dictations via workflow, but only allows you to link a merged document from history, rather than picking an unmerged document template and choosing whether to merge it or not before being sent.

To start a dictation (History Viewer):

1. Open the desired History Viewer (e.g. Client List > History tab) and make sure the browse toolbar is visible.

• To view the toolbar, right-click in the lower pane and click View Toolbar.

2. Select the Word document you want to send with your dictation and click the Dictation button . The dictation software opens and:

3. If you are using Winscribe, the Owning Object ID, Document ID, Owning Object Description and Document Name are included in the notes.

4. If you are using BigHand, the Owning Object ID and Document ID are stored in the BigHand dictation which is not visible. However, the title of the dictation is shown as [Owning Object Type]:[Owning Object Name (Code)], Document:[Relative Path (i.e. Merge template folder) and Document Name], e.g. Matter:GBH(1/2), Document:Injury\GBH.doc.

3. In the dictation software, record your dictation and send it. The dictation then appears in the typist's dictation Inbox with the document attached.

Notes

• The Dictation button is only available when the Digital Dictation facility is being used.

• This facility is only compatible with Microsoft Word documents. If the Dictation button is clicked when any other entry is selected, a message is displayed preventing you from proceeding.