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.
 
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.
[[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]]
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.
[[File:Step 3 - Brief Document1.png|none|thumb|500x500px]]
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 Labelling''': Choose how to label the documents:
** '''Document Number''': An internal reference number unique to the system.
** '''Document Number''': An internal reference number unique to the system.
** '''Historical Code''': A reference code from a legacy system or another source.
** '''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.
** '''Brief-Specific Reference''': A unique reference for the brief only.  
[[File:Step 3.2 - Labelling.png|none|thumb|500x500px]]
** '''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 ==
5. Arrange Documents:
* '''Sort Order''': Select how the documents should be ordered:
* '''Sort Order''': Select how the documents should be ordered:
** Custom order (manually drag and rearrange documents).
** Custom order (manually drag and rearrange documents).
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** By date.
** By date.
* '''First Page Number''': Specify the starting page number if the brief will be inserted into an existing document.
* '''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'''.
* '''Template Configuration''': Choose which [[Document Template|template]] to use when the brief is finalised.
[[File:Step 3.3 - Order.png|none|thumb|500x500px|[[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]]]]
[[File:Step 3.3 - Order.png|none|thumb|500x500px|Arrange documents by order]]
6. 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.
[[File:Finalising the Brief.png|none|thumb|500x500px]]
 


6. Then click '''Save & Close'''.
== 5. Finalising the Brief ==
[[File:Step 4 - Brief Document.png|none|thumb|500x500px]]
* '''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.
[[File:Finalising the Brief.png|none|thumb|500x500px|Finalising the brief]]


=== Advanced Features ===
[[File:Step 4 - Brief Document.png|none|thumb|500x500px|<br />Save & Close]]


== 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.
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.
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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