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Combined display of all available logs of ContactsLaw Documentation. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

16:24, 20 October 2023 Bradley Smith talk contribs created page Category:Billing (Created page with "The pages in this category relate specifically to the billing functionality in ContactsLaw.") Tag: Visual edit
16:22, 20 October 2023 Bradley Smith talk contribs created page Calendar:Resource (Created page with "'''Calendar resources''' are defined at the subscription level, allowing appointments and reservations to be scheduled with optional collision checking. There are two types of resources: * '''Venue''' - Representing a location for an appointment, whether physical (e.g. boardroom, office) or virtual (e.g. video conference). * '''Other''' - Representing an asset that can be reserved by one or more members, such as a parking space or shared computer. == Pr...") Tag: Visual edit
16:06, 20 October 2023 Bradley Smith talk contribs created page Category:Calendar (Created page with "The pages in this category relate specifically to the calendar in ContactsLaw.") Tag: Visual edit
16:06, 20 October 2023 Bradley Smith talk contribs created page Category:Accounting (Created page with "The pages in this category relate specifically to the accounting functionality in ContactsLaw.") Tag: Visual edit
11:00, 17 October 2023 Bradley Smith talk contribs created page Calendar item (Created page with "ContactsLaw supports several different types of '''items''' (or '''events''') that may appear on a '''calendar''': * '''Appointments''' (with instructions), * '''Availability''' entries; or * Resource '''reservations''' Category:Calendar") Tag: Visual edit
10:32, 17 October 2023 Bradley Smith talk contribs created page Task item (Created page with "A task item Category:Calendar")
10:04, 17 October 2023 Bradley Smith talk contribs created page Time record (Created page with "A '''time record''' represents a discrete unit of work performed by one or more members. === Properties === Time records have the following properties: * '''Date''' and time when the work commenced * Short '''description''' that appears on itemised invoices * '''Matter''' on which the work was performed (this can be left blank, but the time is not billable until completed) * '''Notes''' (in Markdown format) * '''Product''' used to cat...") Tag: Visual edit
09:28, 17 October 2023 Bradley Smith talk contribs created page Scale (Created page with "A billing '''scale''' defines a set of rates for members and fee earner types. These rates give value to time records. Different rates may apply during different periods; the "rates as at" date on matters determines which period to use. When a scale is no longer needed (and no new rates are defined), it can be marked as disabled. This will prevent new quote templates, quotes and In...") Tag: Visual edit
12:15, 6 October 2023 Bradley Smith talk contribs created page Product (Created page with "A '''product''' is the term given to a legal service or key deliverable (e.g. Affidavit) for the purposes of billing. It can be thought of as a way of grouping charges under a particular heading. === Product Definitions === Products are defined within a particular workgroup. The product definition includes its '''description''', '''notes''' and '''charge policy.''' A product may define multiple charge policies (for different scales). A history of rates an...") Tag: Visual edit
11:19, 6 October 2023 Bradley Smith talk contribs created page Invoice (Created page with "'''Invoices''' are at the core of ContactsLaw's billing features. You create an invoice whenever you need to bill a matter.") Tag: Visual edit
11:16, 6 October 2023 Bradley Smith talk contribs created page Security:Role (Created page with "A '''role''' (with respect to security) is a subscription-specific label that can be assigned to members in order to grant permissions. === Built-In Roles === Some roles are defined by the system and carry a special meaning: * '''User''' - The default role for all new members. It is intended to grant a set of common permissions. * '''Administrator''' - A special role that implicitly grants all possible permissions. It should not be use...") Tag: Visual edit
10:53, 6 October 2023 Bradley Smith talk contribs created page Member (Created page with "A member is a subscription-specific user profile. All actions within ContactsLaw are performed by a particular member. A member can be either: - An interactive user (with a ContactsLaw account); or - A service account (a system component or third-party application)")
10:46, 6 October 2023 Bradley Smith talk contribs moved page SSO:Account to CPMS ID:Account
10:45, 6 October 2023 Bradley Smith talk contribs moved page SSO to CPMS ID
10:44, 6 October 2023 Bradley Smith talk contribs moved page Category:SSO to Category:CPMS ID
10:39, 6 October 2023 Bradley Smith talk contribs created page Category:Documents (Created page with "Contains pages that relate specifically to documents.")
10:54, 9 August 2023 Bradley Smith talk contribs created page Matter (Created page with "A **matter** is the primary unit of work in ContactsLaw. It groups together all of the documents, invoices and tasks pertaining to a particular legal service, consultation, prospect or administrative topic. Category:Matters")
18:18, 18 July 2023 Bradley Smith talk contribs created page Expression (Created page with "An '''expression''' refers to either: * A literal value, such as a number (e.g. <code>123</code>) or a piece of text (e.g. <code>"Hello world"</code>); or * A group of words or symbols that describes how to obtain the above (e.g. <code>Contact.ShortName</code>). ContactsLaw allows the use of expressions in document templates, automatic descriptions for document types and workgroups, as well as various other areas...")
10:16, 18 July 2023 Bradley Smith talk contribs created page File:Image Placeholder (Stretched).png
10:16, 18 July 2023 Bradley Smith talk contribs uploaded File:Image Placeholder (Stretched).png
10:06, 18 July 2023 Bradley Smith talk contribs created page File:Image Placeholder.png
10:06, 18 July 2023 Bradley Smith talk contribs uploaded File:Image Placeholder.png
18:49, 17 July 2023 Bradley Smith talk contribs created page Template:Abbr (Created page with "<abbr {{#if:{{{class|}}}|class="{{{class}}}"}} {{#if:{{{id|}}}|id="{{{id}}}"}} {{#if:{{{style|}}}|style="{{{style}}}"}} title="{{#tag:nowiki|{{#invoke:String|replace|{{{2|}}}|"|"}}}}">{{{1|}}}</abbr><noinclude>{{Documentation}} </noinclude>")
18:27, 17 July 2023 Bradley Smith talk contribs created page Markdown (Created page with " == External Links == Markdown (Wikipedia) Category:Documents")
15:41, 11 July 2023 Bradley Smith talk contribs created page Document Template (Created page with "A '''document template''' is used to generate documents in ContactsLaw. Templates consist of a body (e.g. a Microsoft Word document) and metadata which describes how to combine the existing content with data from assets, such as matters, contacts and other documents. == Purposes == Templates can be configured so that ContactsLaw will use them for a specific purpose: * '''Email''' * '''Fax''' * '''Letter''' * '''Invoice''' - G...")
14:20, 11 July 2023 Bradley Smith talk contribs created page Document (Created page with "In ContactsLaw, the term '''document''' refers to both the content and metadata associated with an item in the Document Management System (DMS).")
17:52, 10 July 2023 Bradley Smith talk contribs created page Account (Created page with "An '''account''' in ContactsLaw is analogous to its namesake in double-entry accounting. Category:Accounting")
17:44, 10 July 2023 Bradley Smith talk contribs created page Ledger (Created page with "'''Ledger''' is the term used by ContactsLaw to denote the subdivision of an account according to matter, contact or member. Category:Accounting")
17:13, 10 July 2023 Bradley Smith talk contribs created page Transaction (Created page with "== Transaction Types == {| class="wikitable" style="margin:auto" ! Suffix !! Type !! Remarks |- | '''GNR''' || General Receipt |- | '''GNP''' || General Payment |- | '''GNJ''' || General Journal |- | '''GNT''' || Business-to-Business Transfer || One of a pair of transactions that records a payment from one business to another (by Electronic Funds Transfer). |- | '''MEJ''' || Credit Card Merchant Journal |- | '''ROJ''' || End-Of-Year Rollover Journal |- | '''DRR''' ||...")
17:09, 26 May 2023 Bradley Smith talk contribs created page Contact (Created page with "A contact is a representation of either an individual (natural person) or an entity (company, sole trader, court, etc) in ContactsLaw. Whenever you need to draw upon information relating to a person or business; for example, when creating a matter or requesting a payment, you create a link back to the contact. Changes made on the contact will propagate through to all linked items automatically. This allows for maximum re-use of i...")
17:11, 25 May 2023 Bradley Smith talk contribs created page Category:DMS (Created page with "Contains pages that relate specifically to the ContactsLaw DMS App.")
17:10, 25 May 2023 Bradley Smith talk contribs created page DMS App (Created page with "The Document Management System (DMS) App is a component of ContactsLaw. It is used by the Desktop and Web apps to provide access to documents for reading/editing in third-party applications and in the web browser. It also implements document previews. When third-party applications (such as Microsoft Word) need to open a document from ContactsLaw, the DMS App makes the content available at a particular URL. Wh...")
16:24, 30 April 2023 Bradley Smith talk contribs created page File:Web-Artwork-ManSittingWithLaptop.png
16:24, 30 April 2023 Bradley Smith talk contribs uploaded File:Web-Artwork-ManSittingWithLaptop.png
16:17, 30 April 2023 Bradley Smith talk contribs created page How-To:Introduction (Created page with "TBA")
16:17, 30 April 2023 Bradley Smith talk contribs created page Category:SSO (Created page with "The pages in this category relate specifically to the Single Sign-On System.")
16:14, 30 April 2023 Bradley Smith talk contribs created page SSO (Created page with "The Single Sign-On System ("SSO") is a platform for authenticating and identifying ContactsLaw accounts. It allows users to log in at a single point of presence to access to several different components of ContactsLaw, such as: * Desktop App * Web App * DMS App * Category:Office Add-Ins * Third-party integrations The SSO is implemented using https://identityserver4.readthedocs.io IdentityServer4, an industry-lead...")
16:13, 30 April 2023 Bradley Smith talk contribs created page Configuration:Initial (Created page with ".")
15:53, 30 April 2023 Bradley Smith talk contribs created page SSO:Account (Created page with "A ContactsLaw Account is required in order to access ContactsLaw and any of its components (including third-party integrations). Accounts are managed via the Single Sign-On System. == Roles == The following roles may be held by accounts (and do not apply to any particular subscription): * ''User'', an ordinary user with no special privileges. * ''Developer'', a third-party software developer whose applications are registered for SSO. * '...")
16:03, 28 April 2023 Bradley Smith talk contribs created page Permission (Created page with "In ContactsLaw, permissions to the various features and functions of the software are determined using ''Access Control Lists (ACLs)''.")
16:01, 28 April 2023 Bradley Smith talk contribs created page CPMS (Created page with "ContactsLaw Practice Management Software Pty Ltd ("CPMS") (ABN 22 614 327 365) is the software vendor for ContactsLaw.")
15:33, 28 April 2023 Bradley Smith talk contribs created page Business (Created page with "In ContactsLaw, a business refers to the organisational unit immediately below a subscription. It represents a law firm or some associated business, such as a trust or subsidiary. Every subscription contains at least one business, known as the ''primary business''. Additional businesses can be created at any time. == Owned Items == The following items can only be created at the business level: * Workgroup * Accounting:Chart Of Accounts|Ch...")
15:24, 28 April 2023 Bradley Smith talk contribs created page Category:Key Terms (Created page with "Pages in this category represent key terms used throughout ContactsLaw and its documentation.")
15:13, 28 April 2023 Bradley Smith talk contribs created page Subscription (Created page with "In ContactsLaw, a subscription is the top-level organisational unit that is created when a new subscriber commences using the software. It refers to both the relationship between the subscriber and CPMS, and to the totality of the data held on their behalf. == Properties == A subscription has the following properties: * ''Name'' of the subscription, which usually corresponds to registered business name of the subscriber. * One or more ''SSO:Ac...")
13:59, 28 April 2023 Bradley Smith talk contribs created page Category:Web (Created page with "Contains pages that relate specifically to the ContactsLaw Web App.")
13:59, 28 April 2023 Bradley Smith talk contribs created page Web App (Created page with "The ContactsLaw Web App provides an alternative way to access the software. It is best suited to: * Mobile devices * Devices with operating systems other than [https://en.wikipedia.org/wiki/Microsoft_Windows Windows] * Users working from a temporary location * Users with guest access to a subscription Category:Web")
11:20, 28 April 2023 Bradley Smith talk contribs created page ContactsLaw Documentation:Privacy policy (Created page with "#REDIRECT [https://contactslaw.com.au/privacy-policy/]")
11:10, 28 April 2023 Bradley Smith talk contribs created page File:Staff-BradleySmith.jpeg (Staff photo for Bradley Smith)
11:10, 28 April 2023 Bradley Smith talk contribs uploaded File:Staff-BradleySmith.jpeg (Staff photo for Bradley Smith)
11:04, 28 April 2023 Bradley Smith talk contribs created page User:Bradley Smith (Bio)