Common Address Overview

The Common Address functions allow you to centrally store and quickly insert commonly used addresses. These addresses can be organised into logical groupings or categories. For a law firm, typical categories would be Barristers, Courts, Real Estate Agents and Other Law Firms. When searching, operators then have the option to shorten the list by showing only addresses from a particular group. An address can be in more than one group.

Each separate common address item is assigned a unique "code". A user inserts an address into a document they are building by first entering the code into the document, and then clicking the Common Address Toolbar button (or pressing the keyboard shortcut). In this respect it is very similar to Word's AutoText function. The I-Deal Docs common address functions offer a number of advantages over Word's AutoText function though, most notably:

  • there is a search facility for when the address code is unknown
  • addresses may contain prompting information for "variables" within the body text. The user will be presented with a popup data entry window as the address is being inserted. For example, you could setup a general address for an organisation you deal with and make it prompt for the specific recipient's name each time you insert that address
  • the common addresses are not stored in a globally loaded template and therefore Word will start quicker
  • reports can be generated showing details for each address within a category
  • each address can optionally store additional data such as salutation, email address and phone, fax and mobile numbers. These additional details can be accessed and "merged" via the Variable Prompt functions of I-Deal Docs.