User contributions for Bradley Smith

14:2614:26, 3 December 2024 diff hist +23‎ To-Do ‎ Redirected page to Task Item Tags: New redirect Visual edit
14:2514:25, 3 December 2024 diff hist +21‎ Automatic Text Formatting ‎No edit summary current Tag: Visual edit
13:3913:39, 3 December 2024 diff hist +1,025‎ N External Order ‎ Created page with "ContactsLaw provides functionality for ordering '''external services''', such as company/land title searches, VOI and others. Generally, external orders: * Are recorded on a particular matter * May have an associated disbursement * May result in a document being uploaded upon fulfilment They may have additional properties that depend on the service provider. == Service Providers == {{Prealpha}} Currently, the only supported service provider is [https:..." current Tag: Visual edit
13:2713:27, 3 December 2024 diff hist −9‎ m How-To:Document Template ‎ →‎9. Final Steps current Tag: Visual edit
13:2613:26, 3 December 2024 diff hist +926‎ N Desktop:Plugin ‎ Created page with "{{DISPLAYTITLE:Plug-in}}{{Prealpha}} The functionality of the Desktop App can be extended using '''plug-ins'''. These typically provide support for additional document formats and telephone systems. == List of Official Plug-ins == * '''Adobe Acrobat Integration''' - Allows editing PDFs via the DMS App without requiring local checkout. * '''InfoTrack Integration''' - Provides an interface for ordering External Order|external services..." current Tag: Visual edit
13:1513:15, 3 December 2024 diff hist +499‎ N Guest Access ‎ Created page with "{{Prealpha}} ContactsLaw allows client contacts to be granted '''guest access''', which provides limited access to their matters. Access is currently only possible via the Web App. Guest users require a CPMS ID. Within a particular subscription, all guest users hold the same role and therefore are subject to the same permissions; however, this only applies to matters for which they..." Tag: Visual edit
13:0613:06, 3 December 2024 diff hist +13‎ Web App ‎No edit summary current Tag: Visual edit
12:5012:50, 3 December 2024 diff hist +381‎ N Referral Source ‎ Created page with "In ContactsLaw, a '''referral source''' represents an advertising medium, marketing campaign or other means by which a contact may be referred to a business. Referral sources have a descriptive name and may either apply indefinitely, or be ''effective'' during a particular period only. They are used to track referral events. Category:Contacts" Tag: Visual edit
12:4812:48, 3 December 2024 diff hist +22‎ Referral Event ‎No edit summary Tag: Visual edit
12:4712:47, 3 December 2024 diff hist +449‎ N Referral Event ‎ Created page with "ContactsLaw tracks '''referrals''' by recording individual '''events''' that may occur over time. A contact may be referred to one or more businesses on multiple occasions in differing circumstances. == Properties == A referral event has the following properties: * '''Date''' when the contact was referred * Referral source (medium, campaign, etc) * Optional referring contact (for reporting purposes)" Tag: Visual edit
12:4312:43, 3 December 2024 diff hist −3‎ Contact ‎ →‎Properties Tag: Visual edit
12:4212:42, 3 December 2024 diff hist 0‎ How-To:PDF Template ‎No edit summary Tag: Visual edit
12:4112:41, 3 December 2024 diff hist +21‎ Reconciliation ‎ →‎Transactions current Tag: Visual edit
12:3912:39, 3 December 2024 diff hist +2,285‎ N Reconciliation ‎ Created page with "'''Reconciliations''' are a means of verifying whether the transactions posted to a particular account (most often a bank account) match the items on an official statement. In the case of trust bank accounts, Legal Profession Regulations in many jurisdictions require reconciliations to be performed frequently and in a timely manner. == Properties == Reconciliations have the following properties: * '''Account''' (can be any type/purpose, but ''m..." Tag: Visual edit
11:3211:32, 3 December 2024 diff hist −14‎ m Transaction Group ‎No edit summary current Tag: Visual edit
11:3111:31, 3 December 2024 diff hist +943‎ N Quote Template ‎ Created page with "'''Quote templates''' are created in workgroups to streamline the process of adding quotes to matters. == Properties == Quote templates have the following properties: * '''Description''' * '''Scale''' (set on the quote) * Whether to automatically apply the template to new matters == Quote Template Items == Quote templates can include all of the same items as quotes; however they cannot specify the amount charged for P..." current Tag: Visual edit
11:2111:21, 3 December 2024 diff hist +1,936‎ N Quote ‎ Created page with "'''Quotes''' can be created on matters and issued to clients in advance of services rendered. Multiple quotes can be associated with a particular matter, but only one can be marked as "active". The active quote is used to populate the next invoice. Quotes can be created from templates, which are associated with the workgroup. Users with sufficient permissions can also convert an existing quote into a template for fut..." Tag: Visual edit
10:5310:53, 3 December 2024 diff hist −12‎ m Invoice ‎No edit summary Tag: Visual edit
10:5010:50, 3 December 2024 diff hist +321‎ N Disbursement ‎ Created page with "A '''disbursement''' may refer to either: * A transaction with one of the following types: ** Cash Disbursement Payment (DSP) ** Non-Cash Disbursement Journal (DSJ) * An item on a quote which anticipates the above * An item on an invoice which is derived from a disbursement transaction Category:Billing" Tag: Visual edit
10:4610:46, 3 December 2024 diff hist +21‎ Disbursement Type ‎No edit summary Tag: Visual edit
10:4610:46, 3 December 2024 diff hist +1,679‎ N Disbursement Type ‎ Created page with "In ContactsLaw, a '''disbursement type''' represents a cash or non-cash disbursement that is frequently incurred by the business. Disbursement types serve two main purposes: * Allowing the disbursement to be included in quotes * Pre-filling details when the disbursement transaction is recorded In some cases, the system can use disbursement types to record transactions automatically, for example when processing External Order|external orders..." Tag: Visual edit
10:2110:21, 3 December 2024 diff hist −9‎ Business ‎No edit summary Tag: Visual edit
10:1610:16, 3 December 2024 diff hist +879‎ Document ‎No edit summary Tag: Visual edit
10:0510:05, 3 December 2024 diff hist +22‎ N Document:Destruction ‎ Redirected page to Document current Tags: New redirect Visual edit
10:0510:05, 3 December 2024 diff hist +2‎ Document Type ‎No edit summary current Tag: Visual edit
10:0310:03, 3 December 2024 diff hist +931‎ N Tag ‎ Created page with "ContactsLaw supports arbitrary '''tagging''' of many types of items (e.g. contacts, matters, documents, etc). Tags allow these items to be grouped/categorised for any purpose. Multiple tags can be applied to an item. == Recommendations == * Tags should be short and concise * Use all lowercase where possible * Prefer the singular form of a word == Usage == When adding tags, the most frequently-used tags will appear as suggestions..." Tag: Visual edit
09:5109:51, 3 December 2024 diff hist +21‎ N Contact:Relationship ‎ Redirected page to Contact current Tags: New redirect Visual edit
09:5109:51, 3 December 2024 diff hist +28‎ Contact Editor ‎ →‎Correspondence current Tag: Visual edit
09:5009:50, 3 December 2024 diff hist +21‎ N Individual ‎ Redirected page to Contact current Tags: New redirect Visual edit
09:4909:49, 3 December 2024 diff hist −31‎ m Contact ‎ →‎Types Tag: Visual edit
09:4809:48, 3 December 2024 diff hist +463‎ N Notes ‎ Created page with "Many of the items in ContactsLaw (e.g. contacts, matters, documents, etc) have provision for '''notes''', which use Markdown formatting. There is no restriction on what can be placed in the notes section, however sensitive information (such as passwords, confidential details, etc) is discouraged. When permissions are assigned liberally, many users may have access to the notes. They are not encrypted." current Tag: Visual edit
09:4109:41, 3 December 2024 diff hist +12‎ m Document Template ‎ →‎Assets current Tag: Visual edit
09:4109:41, 3 December 2024 diff hist +7‎ Matter ‎No edit summary Tag: Visual edit
09:4009:40, 3 December 2024 diff hist +20‎ N Party ‎ Redirected page to Matter current Tags: New redirect Visual edit
09:3909:39, 3 December 2024 diff hist +7‎ m Subscription ‎No edit summary current Tag: Visual edit
09:3809:38, 3 December 2024 diff hist 0‎ m Expression ‎No edit summary Tag: Visual edit
09:3809:38, 3 December 2024 diff hist +14‎ m Document Template ‎ →‎Template Configuration Tag: Visual edit
09:3709:37, 3 December 2024 diff hist +14‎ m Template Configuration ‎No edit summary current Tag: Visual edit
09:3709:37, 3 December 2024 diff hist +14‎ m Document Template ‎No edit summary Tag: Visual edit
09:3609:36, 3 December 2024 diff hist +9‎ Desktop:Documents View ‎No edit summary current Tag: Visual edit
09:3509:35, 3 December 2024 diff hist 0‎ m Transaction ‎ →‎Transaction Types Tag: Visual edit
09:3409:34, 3 December 2024 diff hist +899‎ N Invoice Allocation ‎ Created page with "Category:Billing When an invoice is paid by means of a debtor receipt or trust-to-debtors transfer transaction, funds must be '''allocated''' in order to determine: * Which invoice(s) have been paid; and * How much sales tax (GST) is the business liable for This is particularly important when partial payments are made, or when interest has been charged on the matter. ContactsLaw allocates funds automatically by default, however this can be adju..." Tag: Visual edit
09:2009:20, 3 December 2024 diff hist 0‎ m Transaction ‎ →‎Transaction Types Tag: Visual edit
09:1909:19, 3 December 2024 diff hist +13‎ Time Record ‎ →‎Billing Tag: Visual edit
09:1809:18, 3 December 2024 diff hist 0‎ m Workflow:Process ‎ →‎Instances Tag: Visual edit
09:1709:17, 3 December 2024 diff hist 0‎ Workflow:Process ‎No edit summary
09:1709:17, 3 December 2024 diff hist +21‎ N Entity ‎ Redirected page to Contact current Tags: New redirect Visual edit

23:4523:45, 2 December 2024 diff hist +38‎ Supported Template Formats ‎ →‎Markdown (.md) current Tag: Visual edit
23:4223:42, 2 December 2024 diff hist −5‎ Supported Template Formats ‎No edit summary Tag: Visual edit
23:4123:41, 2 December 2024 diff hist +2‎ Supported Template Formats ‎No edit summary

3 December 2024

2 December 2024