1. Click “New Form.”
2. Expand the form groups for the document you wish to create by clicking “+”. Continue expanding until you see individual forms (as opposed to just groups of forms).
3. Check the box for the form you want.
4. Click “Select.”
5. Complete the form (you can use either your mouse or the Tab key to move between text fields).
6. Print the completed form.

1. From the Welcome Screen, click “Maintain.” (Or, alternatively, click the “Data” tab and select “Clients.”)
2. Click the yellow “+” in the toolbar of this window.
3. Enter the client’s name, phone number, and any other relevant information; click the “Save” icon.

1. From the Welcome Screen, click “Maintain.” (Or, alternatively, click the “Data” tab and select “Clients.”)
2. Click “Add Matter” (right next to the “Save” icon) and select the type of form you wish to fill.
3. Select your client from the drop box and click “Select.” (If your client does not appear in the list, please see “How do I store client data?” for further instructions.)
4. Assign a name to the matter.
5. Complete the form (use the “^” buttons on the left to expand and collapse sections), then click “Close.”
6. Click the “Data” tab and select “Draft By.” Click the yellow “+” in the toolbar of this window.
7. Enter your information (the person drafting the form), click the “Save” icon, then click “Close.”
8. Click the “Auto-Fill New Forms” button in the top toolbar. When the list appears, select the document you wish to prepare and click “Select.”
9. Follow the prompts to select and confirm the Matter and Draft By data. After clicking the last “OK,” the documents will be listed on the Client Forms tab.
10. Click the Client Forms tab, then click each individual form to display the document. Complete the empty blanks, then save and print the document.

Transferring M/Docs II to a new computer consists of the following:

1. Make a backup the User Database. (Optional)
2. Deactivate M/Docs II on the old computer.
3. Download & Install M/Docs II on the new computer.
4. Activate M/Docs II on the new computer.
5. Import the User Database on the new computer. (Optional)

Click each to expand.

1. Open M/Docs II. Close the Welcome screen by clicking on the lower “X” button in the upper right corner; this will leave you with a blank grey screen.
2. Click the “Tools” menu.
3. Click the “Backup User Database” link.
4. Choose a location for the backup and click “Save.” Click OK when prompted.

1. Open M/Docs II. Close the Welcome screen by clicking on the lower “X” button in the upper right corner; this will leave you with a blank grey screen.
2. Click the “Tools” menu and select “Import User Data.”
3. When the Import Progress window appears, select the appropriate radio button appropriate to your situation.
4. Locate and select the backup file you saved in the first step by clicking the “...” button to browse your computer.
5. Follow the onscreen prompts to complete the import process.

Please see our section on upgrading M/Docs II for further instructions.

Please visit our Troubleshooting page for directions on correcting error messages.

The firewall should allow SQL Server traffic which is usually on port 1433 and the SQL Browser on Port 1434, unless the administrator changed these. General instructions for configuring the windows firewall to allow SQL Server can be found at http://msdn.microsoft.com/en-us/library/ms175043.aspx. For other firewalls, please check the firewall provider’s instructions.

There may be one or more updates for your software, therefore we recommend that you check for and apply any available updates:

1. Open M/Docs II.
2. Click on the Help menu near the top of the window.
3. Click on Check for Updates.
4. If updates are available, follow the onscreen directions. If there are no available updates, you will be notified.

Important Note: There are two kinds of updates: Application updates and Database updates.

Application Updates
Application updates should be installed on each workstation running M/Docs II.
When downloading the update file, be sure to save it to a local location.

Database Updates
When it comes to form database updates, the following holds true:
*When downloading the update file, be sure to save it to a local location.

1. If the computer is a stand-alone install, then the update will need to be downloaded to a local location on the workstation.
2. If a computer is connected to a network database, the update will need to be downloaded and applied only on the computer acting as the M/Docs II server (make sure that file is downloaded to a local location on the server).

The license is set to expire annually within M/Docs II. When you open the software after that period, you will be prompted with a message stating “You do not have any active subscriptions.”

When this happens, all you need to do is to send in a new activation request, as a way for us to validate that the renewal was paid. We will process the activation request when it is submitted.

Note: You have prepaid for your license at the lower renewal rate, so please disregard any dollar amounts you see, in the application or in the confirmation email.

1. Open M/Docs II.
2. Click on the My Subscriptions button in the toolbar.
3. Click Yes to connect to the Miller/Davis server.
4. Check the box(es) next to the appropriate module(s) [please disregard the price listed as you have prepaid for the license], then click Next.
5. Fill in the Company and Billing information. Please be sure to include the User’s name in the Licensee field.
6. Click on the button next to “I already paid for this order by mail or over the phone.”
7. Click Submit.

You will receive two emails. The first will be a confirmation email. Shortly after that, you will receive a second email with instructions for completing the activation.

Please attempt to reapply the activation to see if that resolves the issue:

1. Open M/Docs II.
2. Click on the My Subscriptions button in the toolbar.
3. Click Yes to connect to the Miller/Davis server.
4. Once the Products screen appears, click on the Request Status tab.
5. Locate your most recent activation and click on the icon on the far right side to reapply the activation.
6. Click Yes to the message reading “Would you like to update the database with the new activation codes?”

If this does not resolve the issue, please use the built-in Contact Us feature to let us know. While M/Docs II is open, just click on the Help menu at the top of the window and choose Contact Us. A new window will appear with a drop-down window for the Subject Line. Choose the subject Technical Support, and fill in the fields (please be as detailed as possible), and click Submit.

Do you want to start using new forms from a module that you do not currently subscribe to? We can help by offering you a FREE Trial, or a FULL subscription to any new module!

To take a look at the other available modules we offer, click on the Tools menu and select Browse forms. When the window opens, click on a module name to display a description of the module in the right column of the screen. To display subgroups, click the plus sign next to the module name. Description of the subgroup will appear beneath the description of the module.

Free Trial
If you would like a free trial, submit an activation request for any module using the code TIP OF THE WEEK to receive a free two-week trial.

Full Subscription
If something sounds like it might fill a need in your office, submit an activation request for the module and we can add it to your existing subscriptions at the renewal rate!

Contact sales@millerdavis.com for more information.