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[Music] hello and welcome today were gonna walk through the settings and functions available and practice masters built-in document management feature practice master document management is easily configured to automatically name and store linked documents in a centralized location document management can play a major role in your everyday workflow by streamlining the process of storing new documents and making it easy to access those documents via tabs to reconnect the client file matter manager conflict of interest search and document search lets start by configuring document management and practice master customization and installing toolbar plugins then well cover saving a new document into practice master reviewing the available fields in the document management record and adding an existing document to the practice master document management system to get started enter a customization in the quick launch next select the documents tab the documents tab is split into two sectio
