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Spent too much time looking for files in central file room, in departmental filing, in the basement, or in people's offices.
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High occurrence of duplicate files because Accountants and Attorneys had no way to know what files already exists.
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Needed tools that were accessible to all staff.
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Desired to automate and standardize labeling.
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Needed to accommodate the needs of different practice areas.
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Selected FileTrail for its PureWeb solution and intuitive search and request tools.
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Customized label designs to include relavent text and a bar code.
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Leveraged FTAdapt configuration tools to customized fields and screens for each practice area.
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Configure FileTrail user-defined fields to prevent duplication.
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All staff use FileTrail to search and locate files.
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Bar Coded labels are standardized with useful text and assist with tracking.
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Every practice area can describe files in their own terminology.
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Archiving to and retrieval from basement storage is dramatically easier.
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