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In [[ContactsLaw]], the term '''document''' refers to both the content and metadata associated with an item in the Document Management System (DMS). | In [[ContactsLaw]], the term '''document''' refers to both the content and metadata associated with an item in the Document Management System (DMS). | ||
== Documents Generated by ContactsLaw == | |||
New documents can be generated from [[Document Template|templates]]. The process of [[document production]] combines the content already in the template with data from assets in ContactsLaw, such as [[matter|matters]], [[contact|contacts]] and other documents. Most documents generated in this way are uploaded to the system, forming a complete document record. | |||
== Documents from External Sources == | |||
Documents originating from other sources, such as emails and scanners, must be [[Upload Document|uploaded]] to ContactsLaw on a specific [[matter]] or [[contact]]. At this stage, such documents may lack the desired metadata and therefore are termed '''uncatalogued'''. Specifying a [[document type]] and completing the [[Catalogue Document|cataloguing]] process makes it easier to locate and utilise the document, and also allows it to participate in [[Workflow Process|workflows]]. | |||
[[Category:Documents]] | |||
Revision as of 14:39, 11 July 2023
In ContactsLaw, the term document refers to both the content and metadata associated with an item in the Document Management System (DMS).
Documents Generated by ContactsLaw
New documents can be generated from templates. The process of document production combines the content already in the template with data from assets in ContactsLaw, such as matters, contacts and other documents. Most documents generated in this way are uploaded to the system, forming a complete document record.
Documents from External Sources
Documents originating from other sources, such as emails and scanners, must be uploaded to ContactsLaw on a specific matter or contact. At this stage, such documents may lack the desired metadata and therefore are termed uncatalogued. Specifying a document type and completing the cataloguing process makes it easier to locate and utilise the document, and also allows it to participate in workflows.