How-To:Brief: Difference between revisions

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{{DISPLAYTITLE:How to Create Briefs}}
[[Brief|Briefs]] are an essential tool for organising and referencing documents in legal contexts, such as affidavits or tables of contents. In this guide, we will explain how they work, and how to create and manage them effectively.


== 1. Getting Started ==
Select the ''Home'' tab on the ribbon and, under ''Documents'', click ''Create Brief''
[[File:Step 1.2 - Brief Document.png|none|thumb|500x500px|Getting Started]]
== 2. Add Documents to the Brief ==
Select the documents you want to include in the brief. You can do this by:


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.
* Dragging and dropping the documents
* Using the copy-paste method
* Adding documents via the search function


=== What Are Document Briefs? ===
Ensure that all necessary documents for the brief are identified.[[File:Step 3 - Brief Document1.png|none|thumb|500x500px|Add Documents to the Brief]]
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.
== 3. Configure Brief Settings ==
* Assigning references to documents for easy identification.
* '''Matter''': Confirm that the brief is associated with the correct matter.
* Creating indexes or tables of contents for legal documents.
* '''Description''': Summarise the purpose and key points of the brief.
* '''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.
*'''Template''': Select a pre-configured template to standardise the brief's layout and structure.
[[File:Step 3.2 - Labelling.png|none|thumb|500x500px|Configure Brief Settings]]


== 4. 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 which [[Document Template|template]] to use when the brief is finalised.
[[File:Step 3.3 - Order.png|none|thumb|500x500px|Arrange documents by order]]


1.Open the app and go to the “'''Document'''”  section. Click the arrow, then select "'''Create Brief'''".
== 5. Finalising the Brief ==
[[File:Step 1 - Brief Document.png|none|thumb|500x500px]]
* '''Generate the Brief''': Once all settings are configured, finalise the brief to generate the document.
[[File:Step 1.2 - Brief Document.png|none|thumb|500x500px]]
* '''Review and Edit''': Open the generated document to review. You can add additional content and make necessary changes.
2.You will be directed to the “'''New Brief'''” and fill up the necessary details.
* '''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:Step 2 - Brief Document.png|none|thumb|500x500px]]
[[File:Finalising the Brief.png|none|thumb|500x500px|Finalising the brief]]
For Matter, just search the name or a keyword.  
[[File:Step 2.1 - Brief Document.png|none|thumb|500x500px]]
[[File:Step 2.2 - Brief Document.png|none|thumb|500x500px]]


3.Just add a description and then click the template and you can choose to “'''SMS'''” or “'''Email'''”.
[[File:Step 4 - Brief Document.png|none|thumb|500x500px|<br />Save & Close]]
[[File:Step 3 - Brief Document.png|none|thumb|500x500px]]
[[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]]
 
4.Then click '''Save & Close'''.
[[File:Step 4 - Brief Document.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 ===
 
# '''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.
# '''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.
 
=== Advanced Features ===


== Advanced Features ==
* '''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.
 
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]]
[[Category:Documents]]

Latest revision as of 23:15, 2 December 2024

Briefs are an essential tool for organising and referencing documents in legal contexts, such as affidavits or tables of contents. In this guide, we will explain how they work, and how to create and manage them effectively.

1. Getting Started

Select the Home tab on the ribbon and, under Documents, click Create Brief

Getting Started

2. 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 via the search function

Ensure that all necessary documents for the brief are identified.

Add Documents to the Brief

3. Configure Brief Settings

  • Matter: Confirm that the brief is associated with the correct matter.
  • Description: Summarise the purpose and key points of the brief.
  • 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.
  • Template: Select a pre-configured template to standardise the brief's layout and structure.
Configure Brief Settings

4. 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 which template to use when the brief is finalised.
Arrange documents by order

5. Finalising the Brief

  • 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.
  • 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

Save & Close

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.

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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