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Chapter: Documents

About File types

All documents in Legal Notes are classified by a description, analagous to the name of the file in which they would be placed in a paper system.

Pre defined file types
The designers use the following standard descriptions:
CORRESPONDENCE
COURT DOCUMENTS
EVIDENCE
LAW
OTHER DOCUMENTS
These descriptions are stored in the database Lookup.nsf. The form used to generate the view is optional, but File types must be within the standard view supplied, under the keyword "Files".

User defined file types by Matter
In the Matter Record, you can specify one or more file types that are unique to the matter concerned. They will be arrayed and presented to the user when creating a document, in addition to the standard file types specified in Lookup.nsf.

If you categorise a document, the category will be shown as a file type.

Workflow File Types
IN PROGRESS
ON HOLD
TASKS

Documents that are have not been finalised (other than documents On hold) are classified under the File Type In progress. Documents that that are On hold are filed under the heading of that description to distinguish them from other in progress documents

Tasks
Tasks are treated as a separate File Type for the purposes of associating them with the matter to which they relate. With the exception of Tasks, documents are only filed under a static (File type) description once they have been finalised.