Document

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.