Just a friendly tip to those hummingbird users out there. Docs Open 3.96 Patch 1 has a known issue with the client/matter values changing (incorrectly) when you tab through a form. Our firm just spent one of our 10 support calls a year to be told about this "know issue". Build 45 is the build in question. Wait for build 47 which will have this resolved.
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Docs Open 3.96 Patch 1 Warning
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