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Text File | 1988-06-09 | 39.8 KB | 1,528 lines |
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- DocketMinder
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- The Lawyer's Assistant
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- Release 2.0
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- Copyright (c) 1987, 1988 Joseph E. Root III
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- Table of Contents
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- IMPORTANT NOTES! .......................................... 1
- NEW STUFF ................................................. 2
- PROGRAM LICENSE ........................................... 3
- SYSTEM REQUIREMENTS ....................................... 4
- STARTING OFF .............................................. 6
- INSTALLATION ...............................................7
- HELP ...................................................... 9
- LIMITATIONS ............................................... 9
- PROGRAM OVERVIEW ......................................... 10
- FEATURES ................................................. 11
- FILES .................................................... 14
- DOCKET ENTRIES ........................................... 16
- UTILITIES ................................................ 16
- REBUILDING INDEXES ................................... 17
- REBUILDING THE DATA FILE ............................. 17
- CUSTOMIZATION ........................................ 18
- Printer control .................................. 18
- Response to Service .............................. 21
- Special Responses ................................ 22
- General Configuration ............................ 22
- Defaults ......................................... 23
- AUTODOCKET ........................................... 23
- SCRUB DATA FILES ..................................... 24
- FLOPPY DISK SYSTEMS ...................................... 25
- POP-UP DOCKET .............................................25
- FINAL WORDS .............................................. 26
- WARRANTY ................................................. 29
- RELEASE LOG .............................................. 29
- FEEDBACK ................................................. 30
- DOCKETMINDER REGISTRATION ................................ 32
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- DocketMinder
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- The Lawyer's Assistant
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- Release 2.0
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- Welcome to DocketMinder, a program designed to maintain
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- a docket for a lawyer or law firm. This file gives you some
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- background information about the system -- the nitty-gritty
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- details of using particular functions are found on the Help
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- Screens, accessible from any point in the program. Those screens
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- tell you how to use specific parts of the system; here, the goal
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- is to give you a feel for the system as a whole.
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- IMPORTANT NOTES!
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- 1. If you used any previous release of DocketMinder to
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- create docket files, you MUST convert your data files to conform
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- to the Release 2.0 format. To do that, run the enclosed program
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- DKT20CVT.EXE. See the Installation section for details.
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- 2. To use a monochrome monitor, run the program by
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- entering DKTMINDR /M.
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- 3. Laser printer users -- see the Customization sec-
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- tion of this manual for information on configuring the system to
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- your printer.
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- NEW STUFF. Additions for Release 2.0:
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- -- Pop-up docket. You can run a list of items due in
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- the next two weeks, shown automatically when you start up your
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- machine. It's a horrible way to start the day, but your malprac-
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- - 2 -
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- tice carrier should like it.
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- -- Increased field sizes. The client, matter and
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- action fields are now all 50 characters long.
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- -- Time of day field. On an optional basis, you can
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- specify the time that an action is due. Lists or browses by Due
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- Date are in order of time for each date.
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- -- Default attorney. Also as an option, the system
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- will automatically insert a specified set of initials in the
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- first Attorney field.
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- -- Improved monochrome compatibility. There's a small
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- chance that most of the mono difficulties have been ironed out.
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- -- Program integration. The program has been converted
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- to a single .EXE file. This speeds up execution somewhat and
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- eliminates the pile of overlay files.
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- -- Help screen file. The file of help screens has been
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- packed to about a third of its previous size.
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- PROGRAM LICENSE. This software is released as
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- "shareware" -- user supported software. The goal is to provide
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- quality products at the lowest possible cost, by eliminating dis-
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- tribution and marketing costs. Also, by allowing you to test the
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- program, you find out whether it will be helpful to you, given
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- your equipment and working environment.
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- Therefore, feel free to play with the system to your
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- heart's content, and to distribute it (unaltered, please) via
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- BBS's or otherwise. If you are going to use it in your practice
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- or business, however, you should register your copy of the
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- program. Note that the registration requirement holds even if
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- you obtained your disk through one of the "distribution" sources
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- that sell disks of shareware programs -- they aren't licensing
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- the software, only making it available.
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- Registration entails the payment of money, the age of
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- free lunches not having arrived. What I'm proposing, however, is
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- an arrangement that matches the way we really use software. Two
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- forms of registration are available. Individual registration is
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- $35, and entitles one person to use the program (on whatever
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- machines that person owns or uses -- including the right to have
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- the system running both on the lawyer's machine and a secretary's
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- machine (for example) simultaneously).
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- A firm (or corporation) registration is available at
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- $100 for the first ten lawyers being served (not just ten copies
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- of the program), plus $10 per additional attorney. The firm can
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- then have as many copies of the system running as it desires.
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- Just be reasonable.
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- - 4 -
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- Registered users will receive a distribution disk and
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- can also obtain program updates at nominal cost, as well as sup-
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- port via phone, mail or CompuServe. If this enterprise prospers,
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- printed documentation may one day appear as well.
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- A registration form appears at the end of this documen-
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- tation. Use it -- it's a lot cheaper than guilt, and doesn't last
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- half as long!
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- SYSTEM REQUIREMENTS. DocketMinder runs on any PC/MS-
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- DOS system (IBM, compatible or clone), with at least 512k of RAM.
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- A hard disk is helpful to operate the full program, but if you
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- are running a floppy drive system, see the section entitled "RUN-
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- NING ON FLOPPIES" for help. A color monitor (CGA or EGA) is
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- recommended but not required. A printer is, of course, necessary
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- if you want to produce hard-copy reports. See the CUSTOMIZATION
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- section for information on adapting the system to particular
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- printers.
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- In addition, you MUST have a CONFIG.SYS file that
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- specifies the number of files you can have open at any one time.
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- DOS defaults to 8 open files, and then it takes five of them for
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- itself, leaving you three. DocketMinder needs up to six files
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- open at once, so a shortfall occurs, making the gnomes inside the
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- machine very unhappy indeed. Instead of the joy of victory, you
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- get the agony of an error message that says "Run-time error F0",
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- and back to DOS you go. To correct this problem, either create a
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- - 5 -
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- CONFIG.SYS file with a line FILES=20 or add that line to your
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- existing CONFIG.SYS file.
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- If the last paragraph is gobbledegook to you, and you
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- are getting the noted error message, then have a friend lend a
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- hand, or consult the DOS manual (or better, a DOS guide written
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- in English).
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- STARTING OFF. DocketMinder is contained on two disks,
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- or, if you downloaded the program from a BBS, in an ARC file.
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- The A disk includes the main program files, as well as this docu-
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- mentation. The data and Help files are on the B disk (or file).
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- Create a new subdirectory for DocketMinder (for example, at a DOS
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- prompt enter the command MD \DOCK), move to that subdirectory
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- (e.g., CD \DOCK), and load the contents of both disks into that
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- subdirectory.
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- Odds are you don't need to be told this, but just in
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- case: To run the program, go to a DOS prompt and type DKTMINDR,
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- then hit the return key. For monochrome systems, add a "command
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- line switch", /M, to the command, like so: DKTMINDR /M. If you
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- don't understand the last two sentences, please spend a few
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- minutes with the DOS intro manual before going further, or find a
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- friend to help get you get started.
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- The best way to gain familiarity with the system is to
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- use it; you have a sample docket with the program, so you can
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- start it up and hack around, using the on-screen prompts and the
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- Help Screens to figure out what's happening.
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- When you are ready to begin entering your own docket,
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- check out the utility section "Scrub Data Files" for a quick way
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- to erase the sample docket.
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- If you are new to computers, a couple of points:
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- First, make a backup copy of the program disks before you do any-
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- thing else. Then, experiment with the system -- the worst that
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- can happen is that you make some mistakes and have to delete some
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- junk entries, or in the extreme, you may manage to crash the
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- system and have to start over. No big deal, either way.
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- INSTALLATION.
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- - New users: Set up a separate subdirectory on your
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- hard disk (or see the section on floppy systems) and copy every-
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- thing on the distribution disks (or from the .ARC files you
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- downloaded) into it. That's it.
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- - Old users: Copy everything EXCEPT the data and
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- configuration files into your existing subdirectory. You can do
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- that by copying the following files:
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- DKTMINDR.EXE
- DKTSCR.*
- DKTREAD.ME
- DKT20CVT.EXE
- DKTNEW.EXE
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- OLDDKT.EXE
- DKTPOP.EXE
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- Then convert your data by entering the following command at a DOS
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- prompt:
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- DKT20CVT
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- The program takes over from there, automatically converting your
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- data and configuration files to the new format. You are kept
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- informed as the system works, and you have to press a key several
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- times to keep things rolling. The first thing this utility does
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- is to back up your data to a set of files called OLDFIL.xxx, so
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- if something goes wrong you can recover the data and start over.
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- See the "Scrub Docket" section for more explanation of how to
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- restore such files.
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- - Monochrome systems: To run on a mono monitor, run
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- the program using the command DKTMINDR /M. This should work even
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- for those systems using a color card into a mono screen.
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- HELP. The Help Screens are an important part of the
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- program, as they provide the basic information to explain what's
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- going on. You can get help from almost anywhere on the system by
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- pressing F1 or H, and the screen that appears will relate to what
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- you are doing at the time. Once in the Help system, you can page
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- forward or backward (by hitting N for next or P for previous
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- screen) to review other screens. Hitting any key other than N or
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- P will take you back to where you were.
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- Use these screens to gain a basic understanding of the
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- system. Several screens, such as the one with Hints & Tips, can
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- only be accessed from other screens. Feedback on improving the
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- clarity and content of these screens will be appreciated.
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- LIMITATIONS. Right up front, it should be clear that
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- there are several things the system will not do. Primarily:
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- 1. The system deals with dates from January 1, 1984 through
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- December 31, 2083. That is a deliberate choice, designed to cut
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- down keystrokes during data entry. You never have to enter the
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- century, yet the system can keep track, given that limit. If you
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- want to know the day of the week on which Stonewall Jackson won
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- the battle of Chancellorsville, or to schedule a meeting for
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- Christmas, 2099, forget it.
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- 2. All files, both program and data (explained below) must
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- be located on the same subdirectory as the DKTMINDR.EXE file.
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- That may change in later releases, but there it is for now.
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- 3. It may take effort or ingenuity, but you can crash the
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- program. You should get plenty of warning, but if you persist,
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- you probably will send the system South. If this happens, please
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- see the section on rebuilding indexes and data files. Also, you
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- might want to pay more attention next time.
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- PROGRAM OVERVIEW. DocketMinder is written in Turbo
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- Pascal 4.0, using the routines provided in the Turbo Database
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- Toolbox. The system is menu-driven, and is generally divided
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- functionally. That is, the choices presented at any given time
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- are those that a person working with a docket would want to have
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- at that point (a reasonable person, of course, like me). For
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- example, when you are looking at a complete docket entry, you can
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- page forward or back to the next entry or the previous one, or
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- you can edit or delete that entry, or you can go back to the main
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- menu. Your choices at any point in the system are usually dis-
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- played on the screen, with highlighted letters indicating the
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- keys to hit. For most choices you don't have to hit Return.
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- When in doubt, press F1 or H to see a Help screen.
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- A bit of effort has been put into trying to make the
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- system as "bullet-proof" as possible, meaning that you might be
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- able to crash the program, but at least you have to work at it.
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- If you have a problem, I'd appreciate hearing about it, as I'm
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- sure there are innovative ways to invoke a crash that I haven't
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- discovered.
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- FEATURES. Needless to say, I think the program is
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- pretty nifty, or I wouldn't be going to all this trouble. Some
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- features that I think are at least "pretty good" are the follow-
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- ing:
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- - Date handling: Full validation of due dates,
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- including calculation of weekends and federal holidays, with the
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- option to move the due date to the next business day.
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- - Adding time: Edit a record (or add a new one) by
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- adding a stated amount of time to a date -- you can quickly get
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- the date 90 days hence.
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- - Copying records: Create a new record from an old
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- one, using everything from the old record except the due date and
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- action, which you are prompted to enter.
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- - Browsing: Find a record by paging through the
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- docket, seeing one-line extracts from 15 entries at a time,
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- arranged by client, due date, attorney or reference number.
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- - Listing: Create a docket lising, to the screen,
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- the printer or a disk file, arranged by client, due date,
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- attorney or reference number. You can list the entire docket,
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- or entries for one value or entries between a range of values.
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- - Mass edit: Change or delete all entries with a
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- chosen client, matter or attorney.
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- - Multiple record creation: Create a series of
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- entries with common basic information but different actions and
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- due dates, related to a common date (e.g., a pretrial calendar).
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- - 11 -
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- - AutoDocket: Handle recurring situations in which
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- an event triggers a series of docket entries by creating a
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- template that specifies the action required and its time rela-
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- tionship to the event. That template can automatically generate
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- the required docket entries.
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- - Response to Service: Create docket entries for
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- responses to service of process, allowing for service by mail,
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- automatically using time periods that you specify for up to four
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- jurisdictions.
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- - Context-sensitive help: You can get to a Help
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- Screen from almost anywhere in the system, and the help will
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- relate to what you are doing at the time.
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- - Automatic purging: Sweep out old entries and save
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- them to a text file for historical reference.
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- - Time of day: If you want to be reminded of times
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- that actions are due, you can include a Time field. Some
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- shortcuts assist you in entering times using the fewest possible
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- keystrokes, and you can see entries in time-of-day order for each
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- Due Date.
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- - Pop-up docket: See a list of items due in the
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- next two weeks, automatically when you turn the computer on. The
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- Pop-Up Docket section has details.
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- - 12 -
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- FILES. The core of the system consists of the primary
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- file DKTMINDR.EXE, which includes all of the executable code.
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- Data files are named DKTFIL.xxx. If these files are
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- not present when you boot the system, new ones are created.
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- DKTFIL.DAT contains the docket entry data, and DKTFIL.IDx (x
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- being C, D, Y or R) holds the indexes ordered by client, due
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- date, attorney and reference number, respectively. Sample data
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- files are included in the distributed version of the program, to
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- allow you to experiment without having to enter data. When you
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- are ready to use the program for real, use the "Scrub Data Files"
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- utility, or go into DOS and erase these files; the system will
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- build new ones when it next is called. Note for techies: You
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- may notice that the DKTFIL.DAT file does not shrink when you
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- delete entries; the Turbo Database Toolbox routines keep a list
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- of "holes" in the database where entries used to be, and it fills
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- them when you add new entries. Help screen data is found in two
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- files, DKTSCRN.DAT and DKTSCR.PTR.
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- Several of the index files are really multi-level
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- indexes. The client index is arranged by client, and within each
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- client by matter, and within each matter by due date and time.
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- The date index is ordered primarily by due date, but also indexes
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- by client within a given due date, as well as by time of day (if
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- used). Similarly, the attorney index is also ordered by due date
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- for each attorney entry.
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- Two configuration files, DKTCFG.DAT and DKTADOCK.DAT,
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- hold information for system and printer customization, and for
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- the AutoDocket templates, respectively. The Customization sec-
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- tion explains these features.
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- In addition, a text file, DKTHIST.DAT is created or
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- appended when you purge old docket entries using the CleanUp pro-
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- cedure. (See the Help Screen for that procedure, which is called
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- from the "Special" choice on the main menu.) You can use this
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- file to hold old docket entries for historical reference.
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- Two utility programs are also provided. DKT20CVT.EXE
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- converts data from previous release to the current format, as
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- explained in the Installation section. That program also runs
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- two subprograms, DKTNEW.EXE and OLDDKT.EXE. DKTPOP.EXE runs the
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- pop-up docket feature, covered in the section of the same name.
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- DOCKET ENTRIES. Each docket entry is divided into
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- "fields" that contain individual data elements. These fields
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- have fixed lengths (Sorry about that -- I know variable lengths
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- are sexy, but that's the way it goes). Data items recorded (with
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- field length) are as follows:
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- Client 50 characters
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- Matter 50 "
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- Attorneys (1-3) 3 "
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- Ref. No. 15 "
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- Due Date 8 "
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- Time 6 "
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- Action 50 "
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- Of these fields, three are "required" -- meaning the
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- system will not accept an entry that does not include some
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- information in these fields. You must have a client, a due date,
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- and at least one attorney, or a new entry will not be added.
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- UTILITIES. The utility routines help you maintain the
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- system and customize it to your practice. These routines are not
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- as intuitively obvious as the main program features, so we'll
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- cover them here in some detail. The Utilities menu, called from
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- the Main Menu, offers the following choices:
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- REBUILDING INDEXES. Unfortunately, the indexing system
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- is vulnerable to corruption if the system crashes for any reason.
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- If you do crash, or if garbage starts appearing (particularly
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- when browsing or editing), then you should exit immediately and
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- rebuild your indexes. The main program's "Delete" procedure also
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- looks for index problems, and if it finds one you will see a mes-
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- sage advising you to rebuild indexes.
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- Initiate this procedure by choosing the "Indexes --
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- Rebuild" option at the menu. The gnomes will take it from there,
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- - 15 -
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-
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- showing you their progress as the routine runs. Note that a dif-
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- ference between "Total Entries" and "Active Entries" will exist
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- if you have deleted records and the system has not filled all the
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- "holes" in the database.
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- Of course, the best insurance against a crash is to
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- back up data files regularly. You understand that, naturally,
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- and will perform your backups faithfully. Sure. Just like I do.
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- REBUILDING THE DATA FILE. You may encounter a situa-
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- tion in which rebuilding the indexes does not solve a problem.
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- At that point, you need to rebuild your data file completely.
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- The "Data file -- Rebuild" option provides a routine that will
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- look through your existing file and build a new one, using only
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- records that are active (i.e., not previously deleted) and not
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- corrupted by whatever damage a crash may have done. As with the
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- Index Rebuild procedure, this function is entirely automatic,
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- showing you its progress as it works. The indexes are automati-
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- cally rebuilt at the end of this routine.
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- My experience with this routine is that no valid data
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- is lost in the rebuild process. Usually, previously deleted
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- records (which contain a sampling of junk characters) find their
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- way back into the file after whatever disaster you encountered,
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- and these records get tossed in the rebuild procedure. But of
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- course that's no guarantee!
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- - 16 -
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- CUSTOMIZATION. This option allows you to specify
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- several customization items as well as providing for a printer
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- setup table. A customization file with sample data (DKTCFG.DAT)
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- is provided with the program, so you don't have to worry about
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- making changes initially. The menu offers choices of "Printer
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- Control", "Responses to Service" and "Special Responses."
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- Printer control. Here you have the opportunity to
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- specify the setup codes required by your printer for parameters
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- such as form length, pitch, etc. Figuring out these codes is NOT
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- EASY if you haven't done it before! I'd recommend that you try
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- to print a list of the entire docket, using the default table
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- supplied with the program. Then, try to insert codes for your
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- printer only if that doesn't work. A default file is provided
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- with the program, containing a "basic" printer table.
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- The primary printer customization requirement concerns
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- HP LaserJet printers. To run such a printer (or other laser
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- printer using the HP command set), a special file DKTHP.CFG is
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- provided, with printer data that seems to work on those systems.
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- To use this file, delete the existing DKTCFG.DAT and rename
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- DKTHP.CFG as DKTCFG.DAT. To do that, go to a DOS prompt in your
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- DocketMinder subdirectory and enter the following commands, hit-
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- ting return at the end of each line:
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- DEL DKTCFG.DAT
- REN DKTHP.CFG DKTCFG.DAT
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- The printer customization table is set up as follows:
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- - 17 -
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- The screen allows you to enter data for basic printer informa-
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- tion, including form feed, page length, pitch, line spacing, line
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- space execution, and left margin. That data should allow any
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- printer to turn out adequate reports. Data for each control code
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- is found on one screen line.
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- Each line has three entries, starting with a query
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- whether your printer expects an Escape character before the
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- actual command. Next, you specify the command string, and
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- finally any parameters sent following the command. The string
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- can be any characters, but the parameters must be numbers.
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- Exceptions to the line information above are the Page Length
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- entry, which may allow two parameters, and the Line Space Execute
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- entry, which has no parameter. (Didn't I promise this would be
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- confusing?)
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- The system parses this information to feed it to the
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- printer in what I hope to be the manner your printer expects such
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- data. If the Escape value is "Y", the Escape character (ASCII
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- 27) is sent, together with whatever data is entered in the
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- "String" field. Then, the ASCII code corresponding to the number
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- you have entered in the parameter field is sent.
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- Some examples: Form Feed is often a single ASCII code
-
- (usually #12), not an escape sequence. Thus, the entry for that
-
- line would have a "N" in the Escape column, the "String" entry
-
- would be left blank, and the parameter is set to 12. (Note that
-
- the default configuration file has this data.) Or, if your
-
- - 18 -
-
-
-
- the ASCII character (not the number!) corresponding to the
-
- length, you would enter "Y", "A", and "66" in the Page Length
-
- entry to set it up. I said it wasn't easy! If there is a
-
- printer code you want to include that isn't on the table (e.g.,
-
- you want to print in NLQ mode), try inserting that code into the
-
- table in place of a code that you don't need (such as pitch, if
-
- your printer defaults to the pitch you want). Your printer
-
- doesn't know the difference, and it will just do as it's told,
-
- printing in NLQ or whatever.
-
-
- This stuff is tricky, at least to me, if for no other
-
- reason that the fact that it's difficult to get time on very many
-
- different printers. Any feedback about this feature would be
-
- greatly appreciated.
-
-
- Response to Service. This section allows you to
-
- enter the data used by the DocketMinder "Response to Service"
-
- routines. Those features, one for Federal Rules and the other
-
- for Local practice, allow you to calculate due dates in response
-
- to service of papers in the course of litigation, including a
-
- provision for adding time for service by mail. Here, you enter
-
- data for four jurisdictions (two for Federal Rules and two for
-
- Local), together with the number of days added for service by
-
- mail.
-
-
- Special Responses. This utility accepts the data to
-
- customize the "Special Responses" feature, which is designed to
-
- - 19 -
-
-
-
- cope with special due date calculations in which the final due
-
- date is counted from an intermediate date, which in turn is
-
- related to a specified start date. The data screen accepts data
-
- for two situations. For each, you enter information for the
-
- intermediate date (referred to as the "Offset") and for the due
-
- date. You can specify whether weekends and holidays count toward
-
- the calculation of each date, and the number of days, weeks,
-
- months or years
-
-
- General Configuration. You can specify two options
-
- from this menu. First, you can choose to include a time-of-day
-
- field for docket items. If you activate this provision, you will
-
- see a time field when the Docket Entry form is displayed; other-
-
- wise, that space is blank, and you aren't prompted for a time
-
- entry at all. Note that you can deactivate the feature without
-
- losing any data -- any previously-entered information remains in
-
- the file but is not displayed. Also, you can specify a "default"
-
- attorney -- a set of initials that is inserted automatically when
-
- creating a new entry.
-
-
- Defaults. If no configuration file exists, the
-
- system will use a set of default values. The same data is con-
-
- tained on the configuration file supplied with the program.
-
-
-
- AUTODOCKET. This subsystem allows you to set up
-
- templates for creating sets of docket entries in response to
-
- certain events. For example, when a patent application is filed,
-
- - 20 -
-
-
-
- one can file overseas within one year and retain the filing date
-
- of the US application. Thus, you might want to create docket
-
- entries at six months after filing to ask the client for a deci-
-
- sion on where to file, at nine months to follow up, at 11 months
-
- for an urgent followup, and at one year to mark the cutoff date.
-
- With AutoDocket, such procedures become fully automatic.
-
-
- You can create up to ten templates, which in turn can
-
- specify data for up to nine docket entries each. Each template
-
- includes a header, in which you set out the title to be used in
-
- selecting the template, the starting event (e.g., filing date),
-
- and whether the due dates run forward or backward from the start-
-
- ing point. Then, the data for each due date is entered, with the
-
- Action to be taken, the time units (days, weeks, months, years)
-
- used in counting and the number of units.
-
-
- Access to the routine is accomplished through a menu
-
- that offers the choices of adding or editing templates. If you
-
- choose to edit, you see the listing of exiting templates. After
-
- you select a template to work on, you are asked whether to edit
-
- or delete that entry. If you decide to delete the last entry,
-
- the system tells you that it's also wiping the AutoDocket data
-
- file (DKTADOCK.DAT). A new file will be created the next time
-
- you try to add a template.
-
-
- A sample file of templates is furnished with the
-
- program, to give you an idea how the system works. When you are
-
- ready to substitute your own data, you can either delete the file
-
- - 21 -
-
-
-
- from a DOS prompt (command: DEL DKTADOCK.DAT) or use the edit
-
- function to delete templates individually.
-
-
-
- SCRUB DATA FILES. Ever had a day when you wished your
-
- docket would just disappear? Or, more realistically, would you
-
- like to get rid of the sample files so that you can enter your
-
- own data? This is the place, in either event. A warning will
-
- appear, to make sure you really want to go forward, and if you
-
- say yes, your files are history. Well, not really. Actually,
-
- they are backed up to a set of files called OLDDKT.xxx, using the
-
- same filename extensions as the previous data files. When you go
-
- back to the main menu, you will be asked whether you want to
-
- create new data files. Just say yes, and you are back in busi-
-
- ness with clean files. If you goof up and want to restore the
-
- old files, enter the following command at a DOS prompt:
-
-
- REN OLDFIL.* DKTFIL.*
-
-
-
- FLOPPY DISK SYSTEMS. DocketMinder can run on a floppy
-
- system, but the disk will get crowded if you have all files on
-
- it. So, create a work disk, containing the following files:
-
-
- DKTMINDR.EXE
- DKTSCR.DAT
- DKTSCR.PTR
- DKTCFG.DAT
- DKTADOCK.DAT
- DKTFIL.*
-
-
- - 22 -
-
-
-
- POP-UP DOCKET. The utility program DKTPOP.EXE allows
-
- you to set up you system to show you a list of items due in the
-
- next two weeks, automatically at start-up. Basically, DKTPOP.EXE
-
- is a specialized portion of the main program that does nothing
-
- but run a two-week Due Date list. You can run it at any time,
-
- but to have it operate when you start your computer, include the
-
- following lines in your AUTOEXEC.BAT file (or set up a new file
-
- with these commands:
-
-
- CD/DOCK [or whatever directory name you use]
- DKTPOP
- CD/
-
- The resulting list will be displayed on the screen, and when you
-
- exit, it can be printed. This feature does not give you an
-
- access to the rest of DocketMinder, however.
-
-
-
-
-
- FINAL WORDS. Some otherwise undocumented stuff and
-
- thoughts on using the system. (These notes assume familiarity
-
- with the features discussed!):
-
-
- - The "Add Time" feature can be used to subtract time also,
-
- by putting a minus sign in front of the number. The system will
-
- tell you if you have tried to go too far.
-
-
- - Lawyers often have series of actions, related to a common
-
- date or to each other (a briefing schedule, or depositions at
-
- - 23 -
-
-
-
-
- weekly intervals, etc.). The system helps you cope with that
-
- situation in two ways. If the events are related to a common
-
- date (such as pretrial events set out in court rules as being set
-
- times before trial) then you can use the "Multiple Add" feature
-
- to set out the actions and dates. If the events are related to
-
- each other (such as a series of hearings at 30 day intervals),
-
- then create the first entry and use the "Copy" feature to create
-
- the rest of the records, using the "Add Time" feature to avoid
-
- thumbing through the calendar to get the right date thirty days
-
- hence.
-
-
- - Although the AutoDocket and Multiple Add screens appear
-
- to restrict you to creating dates either before or after the base
-
- date, you can set them up to generate sequences with dates on
-
- both sides of the base. To do so, first consider whether most of
-
- the dates will be before or after the base date, and make the
-
- "Forward/Backward" header choice accordingly. For example, to
-
- set up an AutoDocket template for real estate closings, you note
-
- that most actions occur after closing, so you choose to have the
-
- dates run "Forward". Then, for dates that go in the opposite
-
- direction, use a minus sign before the "Number of units" entry to
-
- specify the time relationship. Continuing the previous example,
-
- if final mortgage approval is due a week before closing, enter
-
- that action, with "W" for time units and "-1" for number of
-
- units. The only restriction on this technique is that you only
-
- have two numbers to work with instead of three. A more con-
-
- venient method to cope with this requirement will be forthcoming
-
- in a future release.
-
- - 24 -
-
-
-
-
- - If you need to calculate a date based on business days
-
- rather than calendar days, use the Special Responses feature. If
-
- the situation will recur, then set up the data using the
-
- Customization utility for that feature, or do a one-time calcula-
-
- tion from the Special Responses feature. Set the Offset period
-
- to 0 and then enter Response period as the desired number of
-
- business days, with 'N' in the "Weekends Count?" field.
-
-
- - Index entries are not case-sensitive, so you can type in
-
- a search request in all lower or upper case and the system will
-
- find what you are looking for.
-
-
- - The alleged wit and wisdom of the signoff screens has
-
- been gathered from a number of sources. Citations available.
-
-
- - The DocketMinder software and documentation is a
-
- copyrighted software product of Joseph E. Root III. DocketMinder
-
- is a trademark of Joseph E. Root III.
-
-
-
- WARRANTY. This program carries NO WARRANTY OR
-
- GUARANTEE OF ANY KIND, INCLUDING THE WARRANTIES OF MER-
-
- CHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. You are solely
-
- responsible for tracking your docket, and I accept no liability
-
- in the event that a due date is missed for any reason.
-
-
-
-
-
- - 25 -
-
-
-
-
- RELEASE LOG.
-
-
- Date Release Changes made
- No.
-
- 6/2/87 1.1 Original release
-
- 8/18/87 1.2 Fixed printing and color
- bugs; changed attorney
- index structure; added
- listing to disk,
- configuration, and
- rebuild data file
- features.
-
-
- 2/15/88 1.3 Fixed bugs in delete and
- copy functions; added
- Special Responses and
- AutoDocket functions;
- integrated Utilities and
- added Help screens to
- same.
-
- 6/8/88 2.0 Converted program to a single
- .EXE file; added Pop-Up
- docket; added Time-of-Day
- field; expanded size of
- Client, Matter and Action
- fields; reduce size of Help
- screen file; restored default
- attorney option; improved com
- patibility with monochrome
- monitors; fixed bugs intro
- duced in previous upgrades.
-
-
-
- FEEDBACK. I would appreciate hearing from you about
-
- the system, particularly if you find a bug. Anyone who locates a
-
- problem and sends a blank disk will get an update as soon as I've
-
- made the fix. Also, comments on needed improvements or new fea-
-
- tures will get the same treatment.
-
- - 26 -
-
-
-
- My address: Joseph E. Root III
- 33 Livingston Avenue
- Dobbs Ferry, NY 10522
-
-
-
-
- I'm an associate at Kenyon & Kenyon, One Broadway, New York, NY
-
- 10004, and can be reached there at (212) 425-7200. You can leave
-
- messages on the PCSI BBS (212) 529-4095, or CompuServe
-
- (74736,531). I hope you enjoy the program!
-
-
-
-
- DOCKETMINDER REGISTRATION
-
- Release 2.0
-
-
- TO: Joseph E. Root III
- 33 Livingston Avenue
- Dobbs Ferry, NY 10522
-
-
- Please enter the following DocketMinder registration:
-
-
- Name: __________________________
-
- Firm: __________________________
-
- Address: __________________________
-
- __________________________
-
- City: __________________________
-
- State: __________________________
-
- Zip: __________________________
-
-
- Type of registration:
-
- __ Individual ($35)
-
- __ Firm ($100)
-
- ___ total lawyers (over 10, $10 each)
-
- Amount enclosed: _____________
-
-
-
-
- Comments:
- _________________________________________________________
-
-
- _________________________________________________________
-
-
-
-
-
-
-