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== Documents from External Sources == | == Documents from External Sources == | ||
Documents originating from other sources, such as emails and scanners, must be [[Upload Document|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 [[Catalogue Document|cataloguing]] process makes it easier to locate and utilise the document, and also allows it to participate in [[Workflow Process|workflows]]. | Documents originating from other sources, such as emails and scanners, must be [[Upload Document|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 [[Catalogue Document|cataloguing]] process makes it easier to locate and utilise the document, and also allows it to participate in [[Workflow Process|workflows]]. | ||
=== Email === | |||
ContactsLaw supports several methods for uploading email messages, via integration with [[Microsoft 365 integration|Microsoft 365]]: | |||
* By installing the ContactsLaw add-in for Outlook, you can upload individual messages (including attachments). | |||
* You can also set up automatic email importing, where ContactsLaw periodically checks for new messages (with a [[matter]] reference in the subject line) and uploads them to the matter. You can manually mark messages for bulk import; either by adding a category or moving them to a special folder monitored by ContactsLaw. If a matter cannot be identified, they will be uploaded to a [[contact]] instead. | |||
[[Category:Documents]] | [[Category:Documents]] | ||
[[Category:Key Terms]] | [[Category:Key Terms]] | ||
Revision as of 12:17, 15 December 2023
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.
ContactsLaw supports several methods for uploading email messages, via integration with Microsoft 365:
- By installing the ContactsLaw add-in for Outlook, you can upload individual messages (including attachments).
- You can also set up automatic email importing, where ContactsLaw periodically checks for new messages (with a matter reference in the subject line) and uploads them to the matter. You can manually mark messages for bulk import; either by adding a category or moving them to a special folder monitored by ContactsLaw. If a matter cannot be identified, they will be uploaded to a contact instead.