How-To:Brief: Difference between revisions

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* Creating indexes or tables of contents for legal documents.
* Creating indexes or tables of contents for legal documents.


 
1. Access the Briefs Feature
1.Open the app and go to the “'''Document'''”  section. Click the arrow, then select "'''Create Brief'''".
* Open the app.
[[File:Step 1 - Brief Document.png|none|thumb|500x500px]]
* Navigate to the '''Documents''' tab of the matter you are working on.
* Ensure all necessary documents are uploaded to the system.
[[File:Step 1 - Brief Document.png|none|thumb|500x500px]]2. Create a New Brief:
* Click '''Documents''' dropdown.
* Click on '''Create Brief'''.
[[File:Step 1.2 - Brief Document.png|none|thumb|500x500px]]
[[File:Step 1.2 - Brief Document.png|none|thumb|500x500px]]
2.You will be directed to the “'''New Brief'''” and fill up the necessary details.
[[File:Step 2 - Brief Document.png|none|thumb|500x500px]]
3. Add Documents to the Brief:
For Matter, just search the name or a keyword.
* Select the documents you want to include in the brief. You can do this by:
[[File:Step 2.1 - Brief Document.png|none|thumb|500x500px]]
** Dragging and dropping the documents.
[[File:Step 2.2 - Brief Document.png|none|thumb|500x500px]]
** Using the copy-paste method.
 
** Adding documents through a search function.
3.Just add a description and then click the template and you can choose to “'''SMS'''” or “'''Email'''”.
* Identify all the documents you need for the brief.
[[File:Step 3 - Brief Document.png|none|thumb|500x500px]]
[[File:Step 3 - Brief Document1.png|none|thumb|500x500px]]
[[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]]
4. Configure Brief Settings
 
* '''Matter Selection''': Confirm that the brief is associated with the correct matter.
4.Then click '''Save & Close'''.
* '''Document Labelling''': Choose how to label the documents:
[[File:Step 4 - Brief Document.png|none|thumb|500x500px]]
** '''Document Number''': An internal reference number unique to the system.
 
** '''Historical Code''': A reference code from a legacy system or another source.
 
** '''Brief-Specific Reference''': A unique reference for the brief only. '''Auto-Numbering''': Automatically assign sequential numbers to documents with optional prefixes.
 
[[File:Step 3.2 - Labelling.png|none|thumb|500x500px]]
==== Step 1: Access the Briefs Feature ====
 
# Open your document management system.
# Navigate to the '''Documents''' tab of the matter you are working on.
# Ensure all necessary documents are uploaded to the system.
 
==== Step 2: Initiate a New Brief ====
 
# Go to the '''Briefs''' view.
# Click on '''Create New Brief'''.
 
==== Step 3: Add Documents to the Brief ====
 
# Select the documents you want to include in the brief. You can do this by:
#* Dragging and dropping the documents.
#* Using the copy-paste method.
#* Adding documents through a search function.
# Identify all the documents you need for the brief.
 
==== Step 4: Configure Brief Settings ====
 
# '''Matter Selection''': Confirm that the brief is associated with the correct matter.
# '''Document Labelling''': Choose how to label the documents:
#* '''Document Number''': An internal reference number unique to the system.
#* '''Historical Code''': A reference code from a legacy system or another source.
#* '''Brief-Specific Reference''': A unique reference for the brief only.
#* '''Auto-Numbering''': Automatically assign sequential numbers to documents with optional prefixes.
 
==== Step 5: Arrange Documents ====
 
# '''Sort Order''': Select how the documents should be ordered:
#* By date.
#* By document number.
#* Custom order (manually drag and rearrange documents).
# '''First Page Number''': Specify the starting page number if the brief will be inserted into an existing document.


=== Finalising the Brief ===


5. Arrange Documents:
* '''Sort Order''': Select how the documents should be ordered:
** Custom order (manually drag and rearrange documents).
** By document number.
** By date.
* '''First Page Number''': Specify the starting page number if the brief will be inserted into an existing document.
* '''Template Configuration''': Choose whether '''Email''' or '''SMS'''.
[[File:Step 3.3 - Order.png|none|thumb|500x500px|[[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]]]]
6. Finalising the Brief:
# '''Generate the Brief''': Once all settings are configured, finalise the brief to generate the document.
# '''Generate the Brief''': Once all settings are configured, finalise the brief to generate the document.
# '''Review and Edit''': Open the generated document to review. You can add additional content and make necessary changes.
# '''Review and Edit''': Open the generated document to review. You can add additional content and make necessary changes.
# '''Save and Draft States''': Briefs can exist in draft or final states. Once finalised, you cannot make changes to the documents in the brief. However, you can redraft if needed.
# '''Save and Draft States''': Briefs can exist in draft or final states. Once finalised, you cannot make changes to the documents in the brief. However, you can redraft if needed.
[[File:Finalising the Brief.png|none|thumb|500x500px]]
6. Then click '''Save & Close'''.
[[File:Step 4 - Brief Document.png|none|thumb|500x500px]]


=== Advanced Features ===
=== Advanced Features ===
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* '''Hierarchical Arrangement''': Arrange documents hierarchically, useful for grouping emails with their attachments.
* '''Hierarchical Arrangement''': Arrange documents hierarchically, useful for grouping emails with their attachments.
* '''Templates''': Use different brief templates for various purposes to streamline the document creation process.
* '''Templates''': Use different brief templates for various purposes to streamline the document creation process.
Document briefs are powerful tools for organising and referencing documents in legal matters. By following the steps outlined above, you can create, manage, and finalise briefs efficiently, ensuring all your documents are well-organised and easily accessible.
Document briefs are powerful tools for organising and referencing documents in legal matters. By following the steps outlined above, you can create, manage, and finalise briefs efficiently, ensuring all your documents are well-organised and easily accessible.
[[Category:How-To]]
[[Category:How-To]]

Revision as of 08:27, 13 August 2024


Document briefs are essential tools for organizing and referencing documents in legal contexts, such as affidavits or tables of contents. In this guide, we will explain what document briefs are, how they work, and how to create and manage them effectively.

What Are Document Briefs?

Document briefs, often referred to simply as "briefs," are lists of documents grouped together with specific references. They help in:

  • Organizing documents in a structured manner.
  • Assigning references to documents for easy identification.
  • Creating indexes or tables of contents for legal documents.

1. Access the Briefs Feature

  • Open the app.
  • Navigate to the Documents tab of the matter you are working on.
  • Ensure all necessary documents are uploaded to the system.
Step 1 - Brief Document.png

2. Create a New Brief:

  • Click Documents dropdown.
  • Click on Create Brief.
Step 1.2 - Brief Document.png

3. Add Documents to the Brief:

  • Select the documents you want to include in the brief. You can do this by:
    • Dragging and dropping the documents.
    • Using the copy-paste method.
    • Adding documents through a search function.
  • Identify all the documents you need for the brief.
Step 3 - Brief Document1.png

4. Configure Brief Settings

  • Matter Selection: Confirm that the brief is associated with the correct matter.
  • Document Labelling: Choose how to label the documents:
    • Document Number: An internal reference number unique to the system.
    • Historical Code: A reference code from a legacy system or another source.
    • Brief-Specific Reference: A unique reference for the brief only. Auto-Numbering: Automatically assign sequential numbers to documents with optional prefixes.
Step 3.2 - Labelling.png


5. Arrange Documents:

  • Sort Order: Select how the documents should be ordered:
    • Custom order (manually drag and rearrange documents).
    • By document number.
    • By date.
  • First Page Number: Specify the starting page number if the brief will be inserted into an existing document.
  • Template Configuration: Choose whether Email or SMS.
Step 3.1 - Brief Document.png

6. Finalising the Brief:

  1. Generate the Brief: Once all settings are configured, finalise the brief to generate the document.
  2. Review and Edit: Open the generated document to review. You can add additional content and make necessary changes.
  3. Save and Draft States: Briefs can exist in draft or final states. Once finalised, you cannot make changes to the documents in the brief. However, you can redraft if needed.
Finalising the Brief.png


6. Then click Save & Close.

Step 4 - Brief Document.png

Advanced Features

  • Hierarchical Arrangement: Arrange documents hierarchically, useful for grouping emails with their attachments.
  • Templates: Use different brief templates for various purposes to streamline the document creation process.

Document briefs are powerful tools for organising and referencing documents in legal matters. By following the steps outlined above, you can create, manage, and finalise briefs efficiently, ensuring all your documents are well-organised and easily accessible.

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