User contributions for Bradley Smith

10:3110:31, 17 October 2023 diff hist +22‎ Time Record ‎No edit summary
10:3110:31, 17 October 2023 diff hist +22‎ Scale ‎No edit summary
10:0910:09, 17 October 2023 diff hist +81‎ Time Record ‎No edit summary Tag: Visual edit
10:0410:04, 17 October 2023 diff hist +1,327‎ N 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
09:2809:28, 17 October 2023 diff hist +634‎ N 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

12:2512:25, 6 October 2023 diff hist +13‎ Product ‎ →‎Charge Basis
12:2512:25, 6 October 2023 diff hist +703‎ Product ‎No edit summary Tag: Visual edit
12:1512:15, 6 October 2023 diff hist +1,150‎ N 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
11:5911:59, 6 October 2023 diff hist +2,437‎ Invoice ‎No edit summary Tag: Visual edit
11:1911:19, 6 October 2023 diff hist +131‎ N 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
11:1611:16, 6 October 2023 diff hist +640‎ N 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
11:0611:06, 6 October 2023 diff hist +41‎ Member ‎ →‎Provisioning Tag: Visual edit
11:0411:04, 6 October 2023 diff hist −4‎ Member ‎ →‎Provisioning
11:0411:04, 6 October 2023 diff hist +277‎ Member ‎No edit summary
11:0111:01, 6 October 2023 diff hist +191‎ Member ‎No edit summary
10:5510:55, 6 October 2023 diff hist +131‎ Member ‎No edit summary
10:5310:53, 6 October 2023 diff hist +311‎ N Member ‎ Created page with "A <strong>member</strong> 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)"
10:4710:47, 6 October 2023 diff hist −13‎ CPMS ID:Account ‎No edit summary
10:4610:46, 6 October 2023 diff hist +29‎ N SSO:Account ‎ Bradley Smith moved page SSO:Account to CPMS ID:Account current Tag: New redirect
10:4610:46, 6 October 2023 diff hist 0‎ m CPMS ID:Account ‎ Bradley Smith moved page SSO:Account to CPMS ID:Account
10:4610:46, 6 October 2023 diff hist 0‎ CPMS ID ‎No edit summary
10:4510:45, 6 October 2023 diff hist −22‎ CPMS ID ‎No edit summary
10:4510:45, 6 October 2023 diff hist +21‎ N SSO ‎ Bradley Smith moved page SSO to CPMS ID current Tag: New redirect
10:4510:45, 6 October 2023 diff hist 0‎ m CPMS ID ‎ Bradley Smith moved page SSO to CPMS ID
10:4410:44, 6 October 2023 diff hist 0‎ m Category:CPMS ID ‎ Bradley Smith moved page Category:SSO to Category:CPMS ID
10:3910:39, 6 October 2023 diff hist +66‎ N Category:Documents ‎ Created page with "Contains pages that relate specifically to documents." current
10:3710:37, 6 October 2023 diff hist +2‎ Document Template ‎ →‎Assets
10:3310:33, 6 October 2023 diff hist −1‎ Desktop App ‎No edit summary

12:0812:08, 9 August 2023 diff hist +62‎ Matter ‎ →‎Party Conflicts
12:0612:06, 9 August 2023 diff hist +1‎ Matter ‎ →‎Representative conflict
12:0612:06, 9 August 2023 diff hist +7‎ Matter ‎ →‎Conflicts of Interest
12:0512:05, 9 August 2023 diff hist +1,156‎ Matter ‎No edit summary
11:5411:54, 9 August 2023 diff hist +595‎ Matter ‎No edit summary
11:4611:46, 9 August 2023 diff hist +474‎ Matter ‎No edit summary
11:3211:32, 9 August 2023 diff hist +1,216‎ Matter ‎No edit summary
11:0511:05, 9 August 2023 diff hist +717‎ Matter ‎No edit summary
10:5510:55, 9 August 2023 diff hist +2‎ Matter ‎No edit summary
10:5410:54, 9 August 2023 diff hist +271‎ N 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"
10:4810:48, 9 August 2023 diff hist +46‎ Main Page ‎No edit summary

18:5318:53, 18 July 2023 diff hist +114‎ Expression ‎ →‎Types of Expressions
18:5218:52, 18 July 2023 diff hist +12‎ Expression ‎ →‎Types of Expressions
18:5018:50, 18 July 2023 diff hist +2,277‎ Expression ‎ →‎Types of Expressions Tag: Visual edit
18:1918:19, 18 July 2023 diff hist +28‎ Expression ‎No edit summary
18:1818:18, 18 July 2023 diff hist +595‎ N 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..."
18:1118:11, 18 July 2023 diff hist −1‎ Document Template ‎ →‎Expressions
18:0418:04, 18 July 2023 diff hist +28‎ Document Template ‎ →‎Expressions
11:4111:41, 18 July 2023 diff hist −140‎ Document Template ‎No edit summary
10:3510:35, 18 July 2023 diff hist +4‎ Markdown ‎ →‎Standard Features Tag: Visual edit
10:3410:34, 18 July 2023 diff hist +320‎ Markdown ‎ →‎Native Features Tag: Visual edit
10:2010:20, 18 July 2023 diff hist +311‎ Markdown ‎ →‎Images Tag: Visual edit

17 October 2023

6 October 2023

9 August 2023

18 July 2023