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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).

• 10:20, 16 May 2025 Bradley Smith talk contribs created page Import Data (Created page with "ContactsLaw allows '''importing data''' from various sources. This can be useful in new subscriptions, where bulk data can be imported from a legacy application; likewise, in established subscriptions it can be used to integrate with other software. == Import Process == The import process is as follows: # The source of the data is identified. For some file formats which do not belong to a particular application (e.g. CSV files), the user needs to nominate a specifi...") Tag: Visual edit
• 12:52, 9 May 2025 Bradley Smith talk contribs moved page Workflow:Question to Workflow:Prompt without leaving a redirect
• 12:52, 9 May 2025 Bradley Smith talk contribs deleted page Workflow:Prompt (content was: "#REDIRECT Workflow:Question", and the only contributor was "Bradley Smith" (talk))
• 12:49, 9 May 2025 Bradley Smith talk contribs created page Workflow:Prompt (Redirected page to Workflow:Question) Tags: New redirect Visual edit
• 12:48, 9 May 2025 Bradley Smith talk contribs created page Workflow:Question (Created page with "{{DISPLAYTITLE:Question}} '''Questions''' and '''prompts''' are created by processes when user interaction is required. Category:Workflow") Tag: Visual edit
• 12:46, 9 May 2025 Bradley Smith talk contribs created page Deep Link (Created page with "'''Deep links''' are special ''Uniform Resource Locators (URLs)'' that can be used to permanently access a particular resource, such as a document in ContactsLaw. They are designed to safeguard against future changes which could render direct URLs invalid. They are resolved by the individual components of ContactsLaw, such as the DMS App, and redirect to the appropriate location. ContactsLaw produces deep links whenever some time may elapse before the link...") Tag: Visual edit
• 12:36, 9 May 2025 Bradley Smith talk contribs created page Push Notification (Created page with "ContactsLaw uses '''push notifications''' to communicate changes and other noteworthy events from the REST API, DMS App and Daemon to the Desktop App. Most commonly, this is used to refresh views when another user creates, modifies or deletes a resource that could affect the current user. Push notifications are also used to: * Notify users when task or calendar items are delegated to them * Notify users when an atten...") Tag: Visual edit
• 11:28, 9 May 2025 Bradley Smith talk contribs created page Release Notes Build 250213 (Created page with "*'''Accounting''' **[Change] Improved transaction validation criteria. **[Change] Improved account validation criteria. *'''Billing''' **[Fix] Time records not grouped correctly. **[Fix] Time record descriptions not building correctly. **[New] Workgroup-specific disbursement types. *'''Calendar''' **[New] Related documents on task/calendar items. *'''Contacts''' **[Fix] Validation criteria for individual names. **[Change] Protection from accidental deletion (Desktop App)...") Tag: Visual edit
• 15:57, 6 May 2025 Bradley Smith talk contribs created page Blocked File Type (Created page with "ContactsLaw can be configured to prevent certain file types (formats) from being uploaded. This may be for security reasons, business policies or simply when a particular format serves no useful purpose. == Default Values == * '''Audio¹''' ** wav ** mp3 * '''Video''' (not recommended) ** avi ** mp4 ** mov ** mkv * '''Compressed Archive''' ** zip² * '''Disc Image''' (unsupported) ** bin ** iso ** img * '''Executable Files''' (security reasons)...") Tag: Visual edit
• 09:47, 6 May 2025 Bradley Smith talk contribs created page REST API (Created page with "ContactsLaw provides a '''<abbr title="Representational State Transfer">REST</abbr>''' '''<abbr title="Application Programming Interface">API</abbr>''' which underpins the functionality available in the Desktop App. The REST API can also be used by third-party applications and integrations to perform operations within ContactsLaw. == Authentication == The REST API uses CPMS ID for authentication, leveraging industry-standard technologies such as ''OAuth 2.0...") Tag: Visual edit
• 17:42, 5 May 2025 Bradley Smith talk contribs created page Embedded Content (Created page with "ContactsLaw allows subscribers to extend the appearance and functionality of their subscription with '''embedded content'''. This is a simple (but powerful) mechanism that makes external web-based content available within ContactsLaw, pre-filled with information about the resource (matter, contact, etc) from which it was launched. In the case of the Desktop App, this content is displayed using an embedded web browser (''Microsoft Edge We...") Tag: Visual edit
• 16:23, 1 May 2025 Bradley Smith talk contribs created page Statement (Created page with "For the purposes of billing, a '''statement''' is a group of invoices for which the business requests payment by a debtor. Unlike invoices, statements are not restricted to a single matter; they are issued to the "bill-to" contact and may span multiple matters and workgroups. ContactsLaw retains a permanent copy of all statements issued to the contact, making it easy to identify each statement period. ==...") Tag: Visual edit
• 15:05, 17 April 2025 Bradley Smith talk contribs created page Release Notes Build 250106 (Created page with "*'''Accounting''' **[Fix] Creditor invoice totals incorrect. **[Fix] Transaction validation criteria. **[Fix] Transfer transactions missing bank narration field (Desktop App). **[Change] Transaction listing is now an exportable report. **[New] Options dialog for EOY Rollover Journal (Desktop App). *'''Billing''' **[Change] Time records can be marked non-chargeable. **[Change] Generating documents from time records. *'''Businesses''' **[Fix] Matter codes when business pre...") Tag: Visual edit
• 15:47, 14 April 2025 Bradley Smith talk contribs created page Fee Earner Type (Created page with "For the purposes of billing, a '''fee earner type''' is a category to which members belong during a given period. This determines the maximum hourly and daily rates that can be charged by members for each scale. Different fee earner types can apply to a given member during different periods; e.g. upon a lawyer's admission or when reaching a more senior position. Note that assigning a fee earner type does ''not'' change a member's effective rate per hour;...") Tag: Visual edit
• 16:18, 28 March 2025 Bradley Smith talk contribs created page Contact:Financial Entry (Created page with "{{DISPLAYTITLE:Contact Financial Entry}} '''Financial entries''' can be added to contacts, such as bank account details and payment preferences. These allow transactions to be pre-filled and may influence other behaviour such as reminders. == Types == The following types of entries relate to a specific business (only one entry is allowed in each business): * '''Payment preferences''' - Records the contact's preferred payment method and...") Tag: Visual edit
• 11:37, 12 March 2025 Bradley Smith talk contribs deleted page Appointment (Duplicate)
• 11:36, 12 March 2025 Bradley Smith talk contribs deleted page Task (Duplicate)
• 11:13, 7 March 2025 Bradley Smith talk contribs created page Desktop:Navigation Pane (Created page with "{{DISPLAYTITLE:Navigation Pane (Desktop App)}} The '''navigation pane''' provides access to the various views available within a particular tab in the Desktop App. It is presented as a tree, with related views grouped/collapsed under a common heading (e.g. billing). Some views (e.g. documents) allow further navigation, such as to specific folders or alternative presentation modes....") Tag: Visual edit
• 11:01, 7 March 2025 Bradley Smith talk contribs created page Desktop:Backstage (Created page with "{{DISPLAYTITLE:Backstage (Desktop App)}} The '''backstage''' area is a feature of the ribbon interface used by the Desktop App. It can be opened via the ''File'' button and provides access to various functions relating to the operation of the Desktop App itself (as opposed to ContactsLaw more generally). == Common Functions == === Recent === Shows a list of recent contacts, matters and documents. These may be sourced from di...") Tag: Visual edit
• 10:41, 7 March 2025 Bradley Smith talk contribs created page Desktop:Startup (Created page with "{{DISPLAYTITLE:Startup (Desktop App)}} During '''startup''', the Desktop App performs a number of operations before eventually showing its main window. These include: * Checking for '''updates''' (from the [https://apps.microsoft.com/ Microsoft Store]) * Installing/updating '''plug-ins''' * '''Authenticating''' with CPMS ID * Directing the user to select a '''business''' == Multiple Instances == If the D...") Tag: Visual edit
• 10:10, 7 March 2025 Bradley Smith talk contribs created page Desktop:Main Window (Created page with "{{DISPLAYTITLE:Main Window (Desktop App)}} The '''main window''' displays tabs for various resources and provides access to all functionality in the Desktop App. It is associated with a particular business, which you select either during startup or via the ''New Window'' command. You can open multiple windows for different businesses. When following certain links or navigating to items belonging to a different business, Con...") Tag: Visual edit
• 15:15, 5 March 2025 Bradley Smith talk contribs deleted page MediaWiki:IFrame-cfg.json (content was: "{ "domains": [ "files.contactslaw.com.au" ] }", and the only contributor was "Bradley Smith" (talk))
• 15:11, 5 March 2025 Bradley Smith talk contribs created page MediaWiki:IFrame-cfg.json (Created page with "{ "domains": [ "files.contactslaw.com.au" ] }")
• 14:47, 4 March 2025 Bradley Smith talk contribs moved page Cl-app Protocol 1 to CL-APP Protocol without leaving a redirect
• 14:47, 4 March 2025 Bradley Smith talk contribs moved page Cl-app Protocol to Cl-app Protocol 1 without leaving a redirect
• 14:47, 4 March 2025 Bradley Smith talk contribs moved page CL-APP Protocol 1 to Cl-app Protocol without leaving a redirect
• 14:46, 4 March 2025 Bradley Smith talk contribs moved page Cl-app Protocol to CL-APP Protocol 1 without leaving a redirect
• 14:46, 4 March 2025 Bradley Smith talk contribs created page Cl-app Protocol (Created page with "{{DISPLAYTITLE:```cl-app``` Protocol}} TBA Category:Desktop") Tag: Visual edit
• 13:40, 25 February 2025 Bradley Smith talk contribs created page Activity (Created page with "In ContactsLaw, the term '''activity''' is used to describe an action (e.g. "Create", "Edit", "Send") that can be performed on a particular item (contact, matter, document, etc). Activity names usually consist of a verb and the type of item on which they act. Activities can be started manually; for example, from the ribbon or context menu commands in the Desktop App. You can also create tasks and appointments containin...") Tag: Visual edit
• 12:20, 22 February 2025 Angele Smith talk contribs uploaded File:Index.svg
• 12:20, 22 February 2025 Angele Smith talk contribs created page File:Index.svg
• 10:19, 13 February 2025 Bradley Smith talk contribs created page Release Notes Build 241203 (Created page with "{{DISPLAYTITLE:Release Notes (Build 241203)}} Only the Desktop App was updated in this build. *'''Contacts''' **[Fix] Contact creation (Desktop App). *'''Documents''' **[Fix] Clause picker (Desktop App). **[Fix] Content editor pop-up when dialogs are open (Desktop App).") Tag: Visual edit
• 17:03, 6 January 2025 Bradley Smith talk contribs created page Release Notes Build 241129 (Created page with "{{DISPLAYTITLE:Release Notes (Build 241129)}} *'''Contacts''' **[New] Aliases for individuals. **[New] Abbreviated names for entities. **[New] Financial entries for international bank accounts. **[New] Safe custody packets and items. **[New] Register of safe custody report. **[Change] Search contacts by other trading names, historical trading names and contact fields. **[Change] Email addresses normalised so domain name always appears lowercase. **[Change] More intellige...") Tag: Visual edit
• 15:40, 17 December 2024 Bradley Smith talk contribs created page Desktop:Printing (Created page with "{{DISPLAYTITLE:Printing (Desktop App)}} The Desktop App offers the ability to '''print''' various items, such as transactions, invoices and reports. In contrast to other applications which offer direct printing only (usually in a fixed format), ContactsLaw leverages its document production features to provide much greater flexibility. By selecting a template (or Template Configur...") Tag: Visual edit
• 17:40, 10 December 2024 Bradley Smith talk contribs created page Creditor Invoice (Created page with "'''Creditor invoices''' are used to record costs incurred from creditors. This may be in relation to disbursements or other deferred expenses such as utility bills. They are typically recorded using creditor invoice journal (CRJ) or non-cash disbursement journal (DSJ) transactions, wherein each unique '''invoice number''' or '''date''' creates a separate invoice. The main purpose of creditor invoices (as items distinct fro...") Tag: Visual edit
• 15:02, 10 December 2024 Bradley Smith talk contribs created page Category:Reports (Created page with "The pages in this category relate specifically to the reporting functionality in ContactsLaw.") Tag: Visual edit
• 15:01, 10 December 2024 Bradley Smith talk contribs created page Report:Sales Tax (Created page with "{{DISPLAYTITLE:Sales Tax (GST) Report}} Category:Reports Category:Accounting") Tag: Visual edit
• 15:58, 5 December 2024 Bradley Smith talk contribs created page How-To:Timed Activities (Created page with "{{DISPLAYTITLE:How to Configure Timed Activities}} In ContactsLaw, time recording can be set up to start automatically whenever you engage in certain activities. This guide will explain how to configure and change these activities to ensure time recording happens seamlessly. #'''Open the Desktop App and Go to “My Subscription”''' #*Navigate to the ContactsLaw application and select ''"My Subscription''" from the main menu.File:Step 1 - Time Rec...") Tag: Visual edit
• 15:04, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Add Member (content was: "#REDIRECT How-To:Member", and the only contributor was "Bradley Smith" (talk))
• 15:04, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Add and Manage Workgroup (content was: "#REDIRECT How-To:Workgroup", and the only contributor was "Bradley Smith" (talk))
• 15:04, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Authorise Payments (content was: "#REDIRECT How-To:Authorise Payment", and the only contributor was "Bradley Smith" (talk))
• 15:03, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Brief (content was: "#REDIRECT How-To:Brief", and the only contributor was "Bradley Smith" (talk))
• 15:03, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Cash Disbursement Payment (content was: "#REDIRECT How-To:Disbursement Payment", and the only contributor was "Bradley Smith" (talk))
• 15:03, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Contact (content was: "#REDIRECT How-To:Contact", and the only contributor was "Bradley Smith" (talk))
• 15:03, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Creditor Invoice Journal (content was: "#REDIRECT How-To:Creditor Invoice", and the only contributor was "Bradley Smith" (talk))
• 15:03, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Debtor Receipt (content was: "#REDIRECT How-To:Debtor Receipt", and the only contributor was "Bradley Smith" (talk))
• 15:02, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Invoice (content was: "#REDIRECT How-To:Invoice", and the only contributor was "Bradley Smith" (talk))
• 15:02, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Matter (content was: "#REDIRECT How-To:Matter", and the only contributor was "Bradley Smith" (talk))
• 15:01, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create Non-Cash Disbursement Journal (content was: "#REDIRECT How-To:Disbursement Journal", and the only contributor was "Bradley Smith" (talk))
• 15:01, 3 December 2024 Bradley Smith talk contribs deleted page How-To:Create PDF Template (content was: "#REDIRECT How-To:PDF Template", and the only contributor was "Bradley Smith" (talk))