Documents on a matter


Generating documents on a Matter

  1. Navigate to a matter
  2. Select the Docs/Email tab
When using the new Folder UI this is done through the ‘Folder’ tab. Click ‘+ New’ and select ‘Document’ to choose your template.
  1. Select 'Document' in the top toolbar
  2. Choose a Document Template by:
    1. Navigating through the folders
    2. Typing the template name in the search bar
  3. Once chosen, select the Recipient using the drop-down menu
If the document is populated with data markers, this will determine who the document is addressed to
  1. Select the appropriate Letterhead option
  2. Select the appropriate format:
    1. PDF: The document will open as a PDF file and automatically attach to the Matter. Great if you don't need to make any changes to the document.
    2. Microsoft Word: The document will open as a separate Word file. Great if you need to make amendments to the document.
      Use the Word plugin to attach the document back to the matter.
  3. Confirm
  4. Enter any required information in the fields provided
  5. Confirm
Embed your documents into your matter templates so they can be generated automatically from your workflow.

Finding documents on a matter

To filter your matters Folder by files only, on the left hand side of the Folder tab under 'Filter by Type' select 'Files'. This will temporarily remove any other correspondence type.

These filters are only available within the new Folder UI.

You can then use the search bar to find a document by a particular name.

Previewing documents on a matter

  1. Select a document on a matter to open a preview. This also allows you to;
    1. Zoom into the document
    2. Download the file to your device
    3. Print the document
    4. Change the viewing settings

Downloading documents on a matter

  1. Select the download icon next to the file

Renaming documents on a matter

  1. Select the pencil icon next to the file

Editing documents on a matter

  1. Download the document by selecting the download icon
  2. Edit as required
  3. Re-attach the document to the matter using the Word plugin or manually by selecting 'Attach File'

Printing documents on a matter

  1. View the required document
  2. Select the print icon in the right hand corner

Deleting a document on a matter

  1. Select the cross icon next to the required document
  2. Confirm deletion by selecting yes
Only certain users will have the permission to delete files from a matter.

Merging documents on a matter

  1. Select Merge Documents
  2. Provide a name for the merged document
  3. Drag and drop the required files into the right column
  4. Select Create
  5. Your merged document will be saved under the Docs/Email tab.
When using the new Folder UI this is done through the ‘Folder’ tab. Click ‘+ New’ and select ‘Merged Document'.
Merged documents are a great way of combining lots of little documents, making them more user friendly for clients to read as a whole.

Labelling documents

Labels allow you to categorise your files and provides an easy way to search for items.

Labels can be applied to documents manually or automatically.

Manually:
  1. Select the label icon next to the required file
  2. Select an existing label or create a new one
Automatically:
  1. Navigate to your Document Templates
  2. Select the label icon next to the required file
  3. Select an existing label or create a new one

Assigning a document for review

If you have a file you'd like another team member to review:

  1. Select the review icon next to the required file
  2. Choose the user you'd like to review the file
    1. Add a message, if required
    2. Choose whether to send an email notification
When using the new Folder UI this is done through the '...' icon.

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