The Documents tab is used to manage all documents for a matter. This tab is a very basic document management system. You can search for matters for particular types of documents and can launch the document. There is no full text search support. Documents entered here appear in the Documents notebook and vice-versa. You must launch the Documents notebook to associate people to the document. When deleting a document, you will be prompted to confirm the delete and the related entities also will be deleted.
Key features include:
User-defined Document Types dropdown.
Smart Matter dropdown with matter number or partial matter name searching and button to launch into Matter notebook.
Pop-up notepad for title of the document.
Pop-up calendar for the document date.
The Documents tab is accessed by clicking on the tab in the binder section of the following notebooks: Matters, Contracts, Litigation, Matter Financials, Investigations, Record. The Documents tab displays in tabular view as described below.
|
Field |
Description |
Required (Y/N) |
|
Date |
The date the document was added to the database. |
N |
|
Title |
A name entered that describes the player (may be an individual or a company). You can enter or view the contents of a note without scrolling by clicking |
N |
|
Type |
The type of document. When adding or updating a record, select a value from the dropdown list. |
N |
|
Filename |
The full path and filename where the document is stored. |
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.
to display the