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Discoverable: Ability to be seen by third parties e.g. Other Side
Creating a Document from the Matter Screen
Open the Matter in the Matter Module and go down to the Documents bar.
This shows a brief summary of the recent Documents for that matter. You can do a quick search through the matter as detailed in Finding Documents below.
To Create a New Document, use the button indicated below.
This will take you to the Creation screen with the matter auto filled. From here, you will need to fill out the fields as you require and as detailed above under Document Register instructions.
Documents for Contacts on a Matter
There is also the option to create documents for clients and contacts on a matter singularly or in bulk. To do this, go to the Matter and open the Clients and Contacts tab.
This will give you a list of all clients and contacts listed on the matter and multiple options to create documents for all or specific contacts or clients.
You can also select the Page Icon at the end of each contact to create a singular document for that particular contact.
Once you have selected an option for creation, a dialogue box will pop up to confirm your selection with your choice of contacts all ticked. You can untick or tick more as required before selecting Create Document for Selected Contacts.
You will then be taken to the Creation page from above. The matter and contact details (for each contact chosen) will be filled out and you will need to set the Template, Document name and other details as you require.
Should you wish to cancel this, you have the option to go back to the Document Register or back to the matter you are working on.