Document:Role: Difference between revisions
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Some roles are defined by the system and carry a special meaning: | Some roles are defined by the system and carry a special meaning: | ||
* ''' | * '''Author¹''' - Author contact. Defaults to the current [[member]] when generating documents. | ||
* ''' | * '''From¹''' - Sender contact. Populated from metadata where possible. Defaults to the current member when generating documents. | ||
* '''To''' - Recipient/addressee contacts. Populated from metadata where possible. Defaults to the [[matter]] liaison, primary client or current contact when generating documents. | * '''To''' - Recipient/addressee contacts. Populated from metadata where possible. Defaults to the [[matter]] liaison, primary client or current contact when generating documents. | ||
* '''CC''' - Carbon copy recipients (visible to all recipients). Populated from metadata where possible. Defaults to the secondary clients when generating documents. | * '''CC''' - Carbon copy recipients (visible to all recipients). Populated from metadata where possible. Defaults to the secondary clients when generating documents. | ||
* '''BCC''' - Blind carbon copy recipients (not visible to other recipients). Populated from metadata where possible. | * '''BCC''' - Blind carbon copy recipients (not visible to other recipients). Populated from metadata where possible. | ||
<small>¹ The ''From'' role is typically used for correspondence, while the ''Author'' role is typically used for other types of documents.</small> | |||
== See Also == | == See Also == | ||
Latest revision as of 13:55, 16 June 2025
A role (with respect to documents) is a subscription-specific label that can be assigned to contacts in order to represent the parties to a document.
Built-In Roles
Some roles are defined by the system and carry a special meaning:
- Author¹ - Author contact. Defaults to the current member when generating documents.
- From¹ - Sender contact. Populated from metadata where possible. Defaults to the current member when generating documents.
- To - Recipient/addressee contacts. Populated from metadata where possible. Defaults to the matter liaison, primary client or current contact when generating documents.
- CC - Carbon copy recipients (visible to all recipients). Populated from metadata where possible. Defaults to the secondary clients when generating documents.
- BCC - Blind carbon copy recipients (not visible to other recipients). Populated from metadata where possible.
¹ The From role is typically used for correspondence, while the Author role is typically used for other types of documents.