Purpose of module
The Document Register is where the flow of any Documents held by your firm will be controlled from. It allows you to easily find documents, track the status and update as required. You can create or upload new documents, search what is already in the system, change the status or open individual documents and much more from this screen.
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Delete: Deletes the document from the Wise Owl System.
Frequently Asked Questions (FAQ's)
Q Where can I see a list of available document templates?
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A When you start using Wise Owl you will be given your very own URL to log into the product. Your URL will generally look like <Your firm>.wols.com.au
Q What is my Documents path?
A Win 10 \\<your firm URL\docs
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A You can find a list of templates by going to our website and from the module page, scrolling down the Documents and choosing the Template List button
Q How can I get Microsoft Word to remember my login?
Q: How do I attach multiple documents to an email?
A: See the QuickVid here. You will need to open the back end documents, open the relevant matter and then drag the documents you wish to attach onto the email.