User contributions for Bradley Smith
14 November 2024
- 15:0615:06, 14 November 2024 diff hist +638 N Brief Created page with "A '''brief''' is a list of documents associated with a particular matter. Briefs are typically used to generate an index that lists those documents. == Properties == Briefs have the following properties: * '''Description''' * Method by which the documents are labelled * Numbering scheme (if documents are labelled by reference) * Order in which the documents are sorted * Starting page number * Template used to generate the list of..." Tag: Visual edit
- 14:5614:56, 14 November 2024 diff hist +304 Document Template →Purposes Tag: Visual edit
24 October 2024
- 17:4617:46, 24 October 2024 diff hist 0 Desktop:Installation No edit summary Tag: Visual edit
- 16:4416:44, 24 October 2024 diff hist +29 N Documents:Folder Bradley Smith moved page Documents:Folder to Document:Folder current Tag: New redirect
- 16:4416:44, 24 October 2024 diff hist 0 m Document:Folder Bradley Smith moved page Documents:Folder to Document:Folder current
- 16:4416:44, 24 October 2024 diff hist +23 Document:Role No edit summary current Tag: Visual edit
- 16:4316:43, 24 October 2024 diff hist +17 Document No edit summary Tag: Visual edit
- 16:4216:42, 24 October 2024 diff hist +21 Matter:Role No edit summary Tag: Visual edit
- 16:4116:41, 24 October 2024 diff hist +1,459 N Matter:Role Created page with "A '''role''' (with respect to matters) is a subscription-specific label that can be assigned to contacts and members in order to represent the parties to a matter. == Parties == Roles are most commonly used to describe the parties to a matter, which may be clients or other parties. Document templates and processes can refer to specific roles without needing to know which..." Tag: Visual edit
- 16:2016:20, 24 October 2024 diff hist +12 Matter →Judicial Officers Tag: Visual edit
- 16:2016:20, 24 October 2024 diff hist +7 Matter →Members Tag: Visual edit
- 16:1916:19, 24 October 2024 diff hist +746 N Document:Role Created page with "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: * '''From''' - The author/sender. Defaults to the current member when generating documents. * '''To''' - The addressees/recipients. Defaults to the client or current contact when generating documen..." Tag: Visual edit
- 16:1416:14, 24 October 2024 diff hist −4 Security:Role No edit summary Tag: Visual edit
- 16:1316:13, 24 October 2024 diff hist −4 Security:Role No edit summary Tag: Visual edit
16 October 2024
- 13:4013:40, 16 October 2024 diff hist +79 Workflow:Form →Controls Tag: Visual edit
10 October 2024
- 17:2017:20, 10 October 2024 diff hist +933 Transaction No edit summary Tag: Visual edit
- 15:5715:57, 10 October 2024 diff hist +727 Transaction No edit summary Tag: Visual edit
4 October 2024
- 09:3909:39, 4 October 2024 diff hist +402 Workflow:Form →Controls Tag: Visual edit
3 October 2024
- 18:4918:49, 3 October 2024 diff hist +3,629 Workflow:Form No edit summary Tag: Visual edit
- 17:4217:42, 3 October 2024 diff hist +9 Workflow:Process →Actions Tag: Visual edit
- 17:4117:41, 3 October 2024 diff hist +1 Asset →Custom Assets Tag: Visual edit
- 13:0013:00, 3 October 2024 diff hist −5 Workflow:Process →Forms Tag: Visual edit
- 13:0013:00, 3 October 2024 diff hist 0 Workflow:Process →Forms Tag: Visual edit
- 12:5912:59, 3 October 2024 diff hist +699 Workflow:Process →Forms Tag: Visual edit
- 12:3212:32, 3 October 2024 diff hist +73 N Workflow:Form Created page with "{{DISPLAYTITLE:Interactive Form}} {{Prealpha}} TBA Category:Workflow" Tag: Visual edit
- 12:3112:31, 3 October 2024 diff hist 0 Workflow:Process →Forms
- 12:3112:31, 3 October 2024 diff hist +29 Workflow:Process →Forms
- 12:3012:30, 3 October 2024 diff hist −53 Workflow:Process No edit summary Tag: Visual edit
2 October 2024
- 17:0917:09, 2 October 2024 diff hist +269 Asset →Custom Assets
- 16:5616:56, 2 October 2024 diff hist +165 Asset →Configuration Assets Tag: Visual edit
11 September 2024
- 09:1409:14, 11 September 2024 diff hist −1 Desktop:Documents View No edit summary Tag: Visual edit: Switched
- 09:1409:14, 11 September 2024 diff hist +397 Desktop:Documents View No edit summary Tag: Visual edit
- 08:5608:56, 11 September 2024 diff hist +57 N Desktop:Documents View Created page with "{{DISPLAYTITLE:Documents View}} TBA Category:Desktop" Tag: Visual edit
2 September 2024
- 17:0317:03, 2 September 2024 diff hist +707 N Transit Money Created page with "ContactsLaw provides functionality for recording '''transit cheques''' in accordance with Legal Profession Regulations in certain jurisdictions. Collectively, they form the ''Transit Money'' report. Among the details captured for transit money are: * Date on which the money was received * The related matter * Contacts from whom the money was received/drawn * Bank-State-Branch (BSB) number * The payee contact and the name to which the funds a..." Tag: Visual edit
- 16:5916:59, 2 September 2024 diff hist −1 Trust:Power No edit summary current
- 16:5916:59, 2 September 2024 diff hist +677 N Trust:Power Created page with "{{DISPLAYTITLE:Power/Estate}} ContactsLaw provides functionality for recording '''powers''' and '''estates''' in accordance with Legal Profession Regulations in certain jurisdictions. Collectively, they form the ''Register of Powers & Estates'' report. Among the details captured for powers and estates are: * A document containing further details * Date of the above document * The contact who is the donor of the power, or the deceased * The member w..." Tag: Visual edit
- 16:5316:53, 2 September 2024 diff hist +841 Report →Built-In Reports Tag: Visual edit
29 August 2024
- 17:2117:21, 29 August 2024 diff hist +1 Desktop:Installation No edit summary Tag: Visual edit
28 August 2024
- 16:3916:39, 28 August 2024 diff hist +13 Checklist Item No edit summary Tag: Visual edit
- 16:3916:39, 28 August 2024 diff hist −6 Checklist Item No edit summary Tag: Visual edit
- 16:3916:39, 28 August 2024 diff hist +3 Checklist Item No edit summary Tag: Visual edit
- 16:3816:38, 28 August 2024 diff hist +48 Checklist Item No edit summary Tag: Visual edit
- 16:3816:38, 28 August 2024 diff hist +1,015 N Checklist Item Created page with "'''Checklist items''' are an abstract representation of the key steps or milestones in the life cycle of a matter. They are defined by the workgroup. They can govern or be updated by processes, used to group related task items; otherwise, they can be managed separately. == States == A checklist item can be in one of the following states: * '''Not started''' - The matter has not progressed to this checklist item yet. * '''In p..." Tag: Visual edit
- 16:2616:26, 28 August 2024 diff hist +12 Business →Owned Items Tag: Visual edit
- 16:2216:22, 28 August 2024 diff hist +1,220 Workgroup No edit summary Tag: Visual edit
- 16:1516:15, 28 August 2024 diff hist −22 Matter No edit summary Tag: Visual edit: Switched
- 16:1416:14, 28 August 2024 diff hist +568 Matter No edit summary Tag: Visual edit
- 16:0516:05, 28 August 2024 diff hist +31 Task Item →Delegation Tag: Visual edit
- 14:4014:40, 28 August 2024 diff hist +262 Permission No edit summary Tag: Visual edit
- 14:3414:34, 28 August 2024 diff hist +287 Permission →Scope Tag: Visual edit