From the Document Register, select New from Template to open up the Document Creation page.
On this page, there is a number of fields offered for ease of use but only a few are listed as mandatory Required Fields.
Required Fields
- Matter
- Template you wish to use
You can select the matter by typing part of the name and/or arrowing down.
You can select the template by typing part of the name and/or arrowing down.
All the rest of the fields are filled in by choice but can add value to the organisation by making the document easier to find at a later stage.
* These fields have a pin next to them so that the first document created for the day will set the ‘pinned’ value for the rest of the day. This is saved per user per day and can be reset by using the button at the bottom of the creation page.
Document Name: this will auto-name itself if left blank
Contact(s): For ADDITIONAL contacts to be attached to this document. This can be filled out if you wish to include details for a contact that is not the primary client on the matter
Create: This gives you the option to create one document per template or per contact
* Document Type: What type of document it is e.g. Letter, file note etc
* Communication: How this document was sent out or will be sent out
* Class: This is a customisable list that can be customised specifically for your firm
Originator: This will default to this firm but can be set to others as required
Keywords: Allows the document to be searched easier
Creator: This will default to the logged in user and cannot be changed
Discoverable: Ability to be provided to third parties e.g. Other Side
Creator: This will default to the logged in user and cannot be changed
Discoverable: Ability to be seen by third parties e.g. Other Side