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:
+== 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.]]
+== 2. Specify Options ==
+Each entry point will open the "'''New Document'''" Window
-== How to Create a Document ==
+* '''Destination''' - where the document can be stored. Documents can be stored against a Contact, a Matter or a Workgroup
-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:
+* '''Workgroup''' - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills)
-# '''Entry-point 1:''' Open the Desktop App. On the ribbon, 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]]]]
+* '''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.
-#'''Entry-point 2:''' Under the "Create" tab on the ribbon, click “'''New Document'''”[[File:Creating Document - Letter B option.png|none|thumb|500x500px]]
+* '''Options:''' Indicates that the new document will be uploaded to the system, and is open for editing.
-#'''Entry-point 3::''' Navigate to the "'''Documents'''" window of a Contact or Matter and then select "'''New Document'''" under the "Manage" tab of the ribbon.[[File:Creating Document - Letter C option.png|none|thumb|500x500px]]:
-# Each entry point will open the "'''New Document'''" Window[[File:Step 2 - Create Document.png|none|thumb|500x500px]]
+[[File:Step 4.1 - Create Document.png|none|thumb|500x500px|Naming and specifying options for a new document.]]
-#Select the "destination" of your document. The destinaton is where the document can be stored. Documents can be stored against a Contact, a Matter or a Workgroup. Right-click and choose “'''Change'''” to change the destination.[[File:Step 3.2 - Creating a document.png|none|thumb|500x500px]]
-#Select a work group to get a list of templates available in that workgroup. You can change the workgroup by Right-clicking and choosing “'''Change'''.”[[File:Step 4.1 - Creating a document.png|none|thumb|500x500px|[[File:Step 3 - Create Document.png|none|thumb|566x566px]]]]
+== 3. Add Custom Details ==
-# Choose the template 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. [[File:Step 4 - Create Document.png|none|thumb|500x500px|[[File:Step 4.1 - Create Document.png|none|thumb|500x500px]]]]
+The below window is effectively the opportunity to insert the custom details into the template:
-# 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 occuring, 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).
-# Review the information and details. Then click “'''Next'''.” [[File:Step 5 - Create Document.png|none|thumb|500x500px]]
+* '''Folder:''' This is the folder in which the document will appear. If there is no folder by that name, one will be created.
-# 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. You can also add "Attachments" in this section (for example, attachments to an email). Finally, click “'''Finish'''.”[[File:Step 5.1 - Create Document.png|none|thumb|500x500px]]
+* '''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.
-# You can find the document you created in the destination you selected during document creation.[[File:Step 6 - Create Document.png|none|thumb|500x500px]]
+* '''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]]