Friday, May 12, 2023

Text Cleaning On Data Entry

We have added a feature to all fields of the new case, new defendant and new address screens that clean up special characters so... if you copy and paste out of a PDF or email, it will clean the invisible special characters out of the text so your forms will look good. 

Please advise any probs with it or any characters we are removing that we shouldn't be :)




Thursday, March 2, 2023

LDMax in your office - Monitor Types - Dayton Version and ChatGPT Version which one is better?

Good Morning!

I've done some customer service lately on customers that don't have good  HDMI 1920x1080 monitors and I just wanted to put out a best practice recommendation that I never did in 20+ years:

1) Use good 1920x1080 resolution monitors on your desktop and laptop computers.

2) Use 2 monitors on your desktops.

It's true you can survive with lower resolution but the program really does ALOT now and there's alot of information that needs to be shown to you at once so you can catch anomalies:

Cases need to show all jobs

Jobs need to show all charges, all events, all status and all notary events now. It's hard to fit all of that on a screen with poor resolution and if we standardize the screens, I can start making the changes that show you more information so you dont have to click on something to get it.

Most of you probably use 1920x1080 anyway - if you don't, I'd like to request that you move into this direction, the monitors are very cheap now and if your computer won't output to that resolution, its time to shitcan it and get one that does.

rob

............................................................................
Professional-Sounding ChatGPT Version:


Good morning,

As part of my recent customer service work, I've had interactions with customers who were using low-quality HDMI monitors with a resolution lower than 1920x1080. This has prompted me to make a best practice recommendation that I should have made years ago during my 20+ years of experience in this field:


Use high-quality 1920x1080 resolution monitors for both desktop and laptop computers.

Use two monitors for desktops.

While it's possible to make do with lower resolution monitors, our program has evolved significantly and now presents a lot of information at once. To ensure that you don't miss any important details, it's essential that we display all the necessary information on a single screen.


For example, cases now need to show all jobs, while jobs need to show all charges, events, status updates, and notary events. Achieving this level of detail can be challenging with poor-resolution screens. By standardizing our screens, we can ensure that we display all the relevant information in one place, reducing the need for you to click through multiple screens.


Most of you are likely already using 1920x1080 monitors. However, if you're not, I would like to request that you make the switch. High-quality monitors are now affordable, and if your computer is unable to output to this resolution, it may be time to replace it with one that can.


Thank you for your attention to this matter.


Best regards, [Your Name]





Monday, February 27, 2023

ChatGPT Integration Is Here

 It's in your status items and also on the screen where it says :

XX Status Items Not Approved - and also in your Edit Status Items.

To use it, you need an OpenAI Secret key from openai.com you just make an account there and paste the secret key into your Configure->General Setup->Company Variables screen at the bottom you can see the new ChatGPT section.

Then, you can use it like this:

https://www.youtube.com/watch?v=wsCU3a3c5vA



What I need now is ideas from you for other places we can put this!!!!!

Sunday, February 5, 2023

* Update * New NY Notary Law

 Good Morning,


The State of New York has recently implemented new rules for notaries, requiring the maintenance of a notary log. Our partner, Independent Server, has an efficient solution for this requirement. For just $19.99 a month, your LDMax can be integrated with the program to seamlessly upload your notary logs.


You may still be able to meet the state's compliance requirements with LDMax alone if and only if:


1) All of your notary services are for jobs that are in LD. In the case that you perform notary services for other clients, these events won't be recorded in your LD program, and therefore, the exported log wouldn't be compliant. In this scenario, you would be better served by signing up with Independent Server, as it allows manual entry of events and integration with other programs, such as LD.


2) The State of New York does not mandate the use of an independent third party for the notary log. While this may change in the future, as NYS already requires third-party credential verification for remote notaries, it is likely that the state will eventually require third-party log management.


To maintain a notary log in LD, you'll need to create "Notary Events." For those who primarily notarize affidavits, it'll be straightforward to print a report of all notarized affidavits and convert them into Notary Events for the log. However, for those who notarize more than just affidavits, such as dynaforms or other foreclosure documents, you'll be able to add Notary Events at the time of printing or in batches. We are currently working on the best solution for this scenario and will keep you updated.

Wednesday, February 1, 2023

New NY Notary Law - You need detailed notary logs!

The New York notary community is now subject to updated logging requirements. The Independent Server is pleased to offer a solution to meet these requirements. Each notary should to sign up for our service, which is available for $19.99 per month.

We are preparing to activate this service and encourage all notaries to sign up and subscribe at their earliest convenience. The LDMax and LDWin programs will automatically export daily notary events and also provide the ability to manually enter events.

The launch of this service is imminent and we invite you to sign up now at the following link: https://theindependentserver.com/join/notary.html



Text Cleaning On Data Entry

We have added a feature to all fields of the new case, new defendant and new address screens that clean up special characters so... if you c...