Manually Opening Files When PM Integration Is Not Working

First steps:
These first steps are how you are used to opening a file (i.e. the “normal” way). You will only be using TABS and PM for these steps.
• Open all your programs.
• Use TABS to find next available client number.
• Enter information into the following tabs in TABS (this is what you do normally): Address, Setup, and Rates. Save.
• Go back to PM & find your new client in the contact window. Click the “client” tab within the contact window. Click “new client set-up fields” towards the bottom right of your computer screen. Continue entering/saving info as normal.
Here’s where it gets funky:
• Open Worldox.
• Click Direct Access.
• Select the Cabinet where you want your new client to live.
• Click on “client”.
• Click “+” to add a new file.
• Type your new client number into the “code” box (only type the numbers before the decimal, no punctuation).
• Type the client name (Last/First) in to the “description” box.
• Double click your new client
• Now click the “Matter” box, and click the “+” sign again.
o Code = “00”, “01”, etc. (no punctuation)
o Description = work description that you entered in TABS (verbatim!)
• Click OK until you arrive at your new client’s WD file, which should be blank.

Your file is now opened.