The Records tab is used to associate records to matters. The Records tab is accessed by clicking on the tab in the binder section of the following notebooks: Matters, Litigation, Contracts, Matter Financials, Investigations. The Records tab displays in tabular view as described below.
|
Field |
Description |
Required (Y/N) |
|
Record Number |
The number assigned to the record. This field is read-only. |
N |
|
Control # |
The control number for this record. |
N |
|
Type |
The type of record. When adding or updating records, select a value from a dropdown list. |
N |
|
Date |
The date the record was entered. Press the SPACEBAR to automatically enter the current date or click in the field to open a calendar to select an alternative date. |
N |
|
Description |
A description of the record. To enter or view the contents of this field without scrolling, click |
N |
|
Matter Close Date |
The date the matter was closed. Press the SPACEBAR to automatically enter the current date or click in the field to open a calendar to select an alternative date. |
N |
|
Retention End Date |
The date the record can be destroyed. Press the SPACEBAR to automatically enter the current date or click in the field to open a calendar to select an alternative date. |
N |
|
Retention Type |
The type of retention for the record. When adding or updating records, select a value from a dropdown list. |
N |
|
Location |
The physical location where the record is stored. When adding or updating records, select a value from a dropdown list. |
N |
|
Note |
A note or comment about the forum. To enter or view the contents of the note without scrolling, click |
N |
Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.
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