electronic office document management
Previous   Next

Chapter: Introduction

Views

Documents can be maniputed to suit your purpose. The standard view lists and categorises documents first by the Matter number, then the file type (Correspondence, Court Documents, Evidence, In Progress etc). You can see the documents in any way you wish. It sometimes useful to view them in date order; by special user defined categories; by the class of document (eg letter, email, Originating process, affidavits, name of sender or recipient etc); even by the date a document was received by you.

Simple agents let you create tables of documents. This is useful for chronologies and of course discovery.

You can simply select a number of documents in a view, and email them at the click of a button.

With large files that cannot be emailed, you can publish them to a separate database and email the url of each document to anyone to whom you wish to give access.

You can create a separate database for a client and give your client access to the database (read only of course). The same access can be given to the court where appropriate.