How-To:Create Document: Difference between revisions

Latest revision as of 23:19, 2 December 2024

Documents (including emails, letters and other documents) are created within ContactsLaw using templates/precedents within the system. There are three convenient entry-points into document creation:

1. Getting Started

To create a new document:

Option 1: Select the Home tab on the ribbon and, under Documents, click Create Document.

Creating a template using the "Home" tab on the Documents dropdown.
Entry-point 2: Under the "Create" tab on the ribbon, click New Document.

Creating a new document using the "Create" tab on the ribbon.
Option 3: From either a workgroup tab or the subscription tab, select Documents from the navigation pane and choose the All Documents view. Click New Document.

Creating a new document from the "Documents" view of a workgroup.

2. Specify Options

Each entry point will open the "New Document" Window

Destination - where the document can be stored. Documents can be stored against a Contact, a Matter or a Workgroup
Workgroup - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills)
Template - where you want to generate the document from.The drop-down allows you to filter the templates by particular types (e.g. Letter, SMS. You can also filter by typing into the search window.
Options: Indicates that the new document will be uploaded to the system, and is open for editing.

Naming and specifying options for a new document.

3. Add Custom Details

The below window is effectively the opportunity to insert the custom details into the template:

Folder: This is the folder in which the document will appear. If there is no folder by that name, one will be created.
Parties: These are the contacts associated with the document (e.g. author and addressee of a letter). Where an associated entity is relevant, this can be selected.
Description: This will become the name of the document in ContactsLaw. The description will often pre-build based on the above settings and will re-generate if the settings are changed. To stop this occurring, you can click the lock button to the right-side.
Attributes: "Discoverable" is an attribute that allows you to sort by discoverable and non-discoverable documents in the system. "Pinned" allows you to display the document at the top of the window in a document list, notwithstanding the other sorting criteria (e.g. date).

Cataloguing information for a new document.

4. Final Steps

The below window will then give you a summary of the assets upon which the template is drawing on for data to pre-fill the document. It is an opportunity for you to review and make any changes.

Attachments - add or upload a document

When you are finished, click the Finish button.

Adding new assets and attachments to a new document.

You can find the document you created in the destination you selected during document creation.

New document destination.

@@ Line 1: / Line 1: @@
+{{DISPLAYTITLE:How to Create Documents}}
+Documents (including emails, letters and other documents) are created within ContactsLaw using templates/precedents within the system. There are three convenient entry-points into document creation:
-== How to “Create” Document ==
+== 1. Getting Started ==
+To create a new document:
+* Option 1: Select the ''Home'' tab on the ribbon and, under ''Documents'', click ''Create Document.'' [[File:Step 1 - Create Document.png|none|thumb|500x500px|[[File:Step 1.1 - Create Document.png|none|thumb|500x500px]]Creating a template using the "Home" tab on the Documents dropdown.]]
+*Entry-point 2: Under the "''Create''" tab on the ribbon, click ''New Document.''[[File:Creating Document - Letter B option.png|none|thumb|500x500px|Creating a new document using the "Create" tab on the ribbon.]]
+*Option 3: From either a workgroup tab or the subscription tab, select ''Documents'' from the navigation pane and choose the ''All Documents'' view. Click ''New Document''.[[File:Creating Document - Letter C option.png|none|thumb|600x600px|Creating a new document from the "Documents" view of a workgroup.]]
-# '''Option A:''' Open the app and go to the “'''Document'''”  section. Click the arrow, then select "'''Create Document”'''[[File:Step 1 - Create Document.png|none|thumb|500x500px|[[File:Step 1.1 - Create Document.png|none|thumb|500x500px]]]]
+== 2. Specify Options ==
-#'''Option B:''' You can also go to “'''Create'''” and click “'''New Document'''”[[File:Creating Document - Letter B option.png|none|thumb|500x500px]]
+Each entry point will open the "'''New Document'''" Window
-#'''Option C:''' Or , you may go to "'''Documents'''" tab and select "'''New Document'''"[[File:Creating Document - Letter C option.png|none|thumb|500x500px]]Once you've selected to create a new document, follow these steps:
-# You will be directed to the “'''New Document'''” screen. Fill up the necessary details.  [[File:Step 2 - Create Document.png|none|thumb|500x500px]]
+* '''Destination''' - where the document can be stored. Documents can be stored against a Contact, a Matter or a Workgroup
-#Select the destination of your document. Right-click and choose “'''Change'''” to set the destination.[[File:Step 3.2 - Creating a document.png|none|thumb|500x500px]]
+* '''Workgroup''' - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills)
-#Select a work group to get a list of templates. Right-click and choose “'''Change'''.”[[File:Step 4.1 - Creating a document.png|none|thumb|500x500px|[[File:Step 3 - Create Document.png|none|thumb|566x566px]]]]
+* '''Template''' - where you want to generate the document from.The drop-down allows you to filter the templates by particular types (e.g. Letter, SMS. You can also filter by typing into the search window.
-# Choose a template such as “'''Email''',” “'''SMS''',” “'''Invoice''',” etc. Then click “'''Next'''.” [[File:Step 4 - Create Document.png|none|thumb|500x500px|[[File:Step 4.1 - Create Document.png|none|thumb|500x500px]]]]
+* '''Options:''' Indicates that the new document will be uploaded to the system, and is open for editing.
-# Review the information and details. Then click “'''Next'''.” [[File:Step 5 - Create Document.png|none|thumb|500x500px]]
-# Finally, click “'''Finish'''.”[[File:Step 5.1 - Create Document.png|none|thumb|500x500px]]
+[[File:Step 4.1 - Create Document.png|none|thumb|500x500px|Naming and specifying options for a new document.]]
-# If you want to check the document that you created, just go to the '''left side''' of your screen and click the “'''Documents - All Documents'''”.[[File:Step 6 - Create Document.png|none|thumb|500x500px]]
+== 3. Add Custom Details ==
+The below window is effectively the opportunity to insert the custom details into the template:
+* '''Folder:''' This is the folder in which the document will appear. If there is no folder by that name, one will be created.
+* '''Parties:''' These are the contacts associated with the document (e.g. author and addressee of a letter). Where an associated entity is relevant, this can be selected.
+* '''Description:''' This will become the name of the document in ContactsLaw. The description will often pre-build based on the above settings and will re-generate if the settings are changed. To stop this occurring, you can click the lock button to the right-side.
+* '''Attributes:''' "Discoverable" is an attribute that allows you to sort by discoverable and non-discoverable documents in the system. "Pinned" allows you to display the document at the top of the window in a document list, notwithstanding the other sorting criteria (e.g. date).
+[[File:Step 5 - Create Document.png|none|thumb|500x500px|Cataloguing information for a new document.]]
+== 4. Final Steps ==
+The below window will then give you a summary of the assets upon which the template is drawing on for data to pre-fill the document. It is an opportunity for you to review and make any changes.
+Attachments - add or upload a document
+When you are finished, click the ''Finish'' button.[[File:Step 5.1 - Create Document.png|none|thumb|500x500px|Adding new assets and attachments to a new document.]]
+You can find the document you created in the destination you selected during document creation.[[File:Step 6 - Create Document.png|none|thumb|500x500px|New document destination.]]
 [[Category:How-To]]