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YreType 5.2 - Document Automation Suite
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O2 Consulting Group’s YreType (Why-re-Type) Document
Automation Suite is built on the premise that the data
needed to produce the framework of standard documents
like letters, memos, fax cover sheets, court captions
and many other day-to-day documents exist in other
sources. The Suite is designed to capitalize on the
existence of this data and allow the re-use of the data
in document production. The Suite integrates with the
Outlook Contact lists (private and shared as well as
public folders). The Suite also leverages other existing
data sources like WORLDOX or Interwoven’s WorkSite
document management systems, or any SQL/ADO or MAPI
compliant data source, to supply addresses, user
information, client/matter data, document profile
information, recently typed information, and best
practices libraries of forms and other document assembly
text.
YreType was designed to keep the upkeep
and overhead to an absolute minimum, increase the speed
and accuracy of document production, and is completely
customizable to your firm’s document production
requirements. |
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Fax |
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YreType Document Production Suite delivers the key features
essential to automating document production:
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Outlook/Exchange Lookup
(GAL, shared & public folders) |
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Fully customizable
(Dialogs, Menus, Templates, etc) |
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Supports Word 2000/XP/2003
(Most All Outlook/Exchange Versions) |
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Letter, Memo, Fax |
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Envelope/Label Support |
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Custom Captions or Forms |
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Client/Matter Lookup |
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Database (SQL/ADO) Lookups |
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Sender Information Lookup |
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Conditional Formatting |
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MAPI Data Source Lookups |
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Auto Record Last Sender Information |
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Document Assembly |
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Smart DocID Included |
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Auto Record Last Entered Data |
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Save/Recall Blocks of Text |
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Bates Label Included |
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Auto Record Last 30 Addresses |
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Dropdown List are Customizable |
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Multiple Templates per Doc Type |
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Electronic Letterhead |
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Document Management Integration |
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Multiple Templates per Office |
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Electronic Documents for Paperless |
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WORLDOX Integration |
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Date Lookup Calendar |
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Electronic Signatures -- PIN Protected |
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Worksite/Desksite/FileSite Integration |
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Additional/Legacy Forms Support |
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Formal and Informal Signatures |
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Customize Integration Available |
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Multiple Addressee Support |
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Add to Outlook Contacts from YreType |
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Document Assembly
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Access Best Practices
Libraries
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Assemble documents
from standard text
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Save text blocks to
the libraries from Word
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Access Forms – Word,
PDF, Excel, etc.
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Easily administer
multi-level hierarchies of document assemblies and forms
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Automatically returns
to the last assembly/form accessed or saved.
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DocID Example
a
Document Number
&
Version Number |
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Smart
DocID
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Menu added to
the Insert menu of Word
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Automatically
stays updated
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Does not
affect other text in footer
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Options to
force or not on all documents and remove or not when
printing
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Will not
print on envelopes or labels
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Search and
remove old document ids/filenames
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Configurable
by document or by section
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ID format can
include most any data available:
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author,
typist, description
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document,
version numbers
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client,
matter
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filename,
path, extension
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date/time
stamps and more…
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ID format
can include standard text and be arranged in any
order |
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Vertical and horizontal alignment |
O2 Bates
Label
Create customized Bates Labels with options
for:
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Text before, after, above and below
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Font size, type, color, etc
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Leading zeros, number of digits
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Rows/column start
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Label stock
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Leverage existing data...why
keep retyping? Base Suite includes: Letter, Memo,
Fax Cover Sheet, Local & State Court Caption and USDC
Court Caption. (Note: PCCP Court Caption contains the
bi-lingual cover sheet); Smart DocID and Bates Label is
included. Smart DocID and Bates Label are also both sold
separately.
The YreType Suite allows you to target training,
implement standards, reduce errors, reduce metadata
problems and increase the speed and accuracy of document
production. |
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