How to Create Processes

From ContactsLaw Documentation

To create a new process:

1. Under the "Create" tab on the ribbon, click Process

Step 1 - Create Process.png

2. Input Details

Fill up the necessary details:

  • Description: This will become the name of the document in ContactsLaw. The description will often pre-build based on the above settings and will re-generate if the settings are changed. To stop this occurring, you can click the lock button to the right-side.
  • Workgroup - get a list of templates available in that workgroup. (e.g Court Actions, Court Actions - Magistrates Court (WA), Demo Workgroup, Litigation, Probate, Wills)
  • Document Type: Add a document type for classification.
  • Attribute: Set if the attribute is active or not.
Step 2 - Create Process.png
  • Entry Points: Add or remove entry points as needed.
  • Assets: Add or remove assets in this section.
  • Rules: Add or remove rules, choosing from Unconditional, If-Then-Else, While-Do, Switch-Case, or For-Each.
Step 4 - Create Process.png
Step 5 - Create Process.png


Save & Close: Review all details and click “Save & Close.”

Step 6 - Create Process.png
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