Distributing work load
Clients and Matters
New Matters and clients documents can be created by everyone (or a specified group), however only those persons in the "CreateMatters" group can create a new matter, on only those persons in the "CreateClients" group can create a new client. Without authority the document is sent to the person or persons specified in the User Profile to be checked and finalised
Incoming documents can be created and documents scanned in from any workstation. However, only members of the "FinaliseIncoming" group can finalise an incoming document. Until saved by a person in this group, the incoming document will remain "In Progress", and will appear in the "In Progress" view for the member or members of the "FinaliseIncoming" Group.
Sub topic: Work flow