Document Repository

L.A.W.S./Pro supports a full on-line document repository. Documents created within the application may be automatically stored within a client/matter filing system. Externally created documents may be uploaded into the system and accessed as needed.

All client related data is automatically stored within the "/Clients" folder. Other folders may be created as desired such as "/MAILMERGE" to contain merge documents created for, and used, within the L.A.W.S./Pro Document Creation program.

The Document Repository system allows multiple levels of folders. "/Clients" is a system created folder used to hold all system generated client/matter documents. A sub folder is created for each client when a system generated document is created. Within each client sub-folder are folders segregated by matter. Within each matter folder are the stored documents specific to each matter.

Documents may be uploaded into the LAWS repository using the "Upload" feature. Uploading opens an "Upload Document" page. A "Browse" button may be used to find a document or file stored on your local or network drive. Additional upload options include the ability to renaming the uploaded document, or the ability to add a description or keywords further identifying the document.

Various document options are available by left clicking on the document name. The "Download" option provides the means of either opening the selected document or saving it to a local drive.

All documents stored in the document repository may be directly accessed from the L.A.W.S./Pro Activity Calendar. To utilize this feature enter the desired client and/or matter in the selection criteria. Change the "View" option to "Documents", then refresh the page. All folders and/or documents associated with the selected client/matter will be displayed for user review.

 
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