The copy to list feature assists in producing arbitrary lists of documents in ContactsLaw.
Clicking the command button on the ribbon from the Document explorer opens a new window containing the documents that were selected in the view (or all documents if nothing was selected), including all columns visible at the time. If the threading, enclosures or redaction options are selected, the relationships between documents will be preserved.
Additional columns also appear:
- Item # - Each document in the list is assigned a sequential number, uniquely identifying it within the list. Re-arranging the order of the documents will change the item numbers accordingly.
- Page range - Shows the starting and ending page numbers for each document, assuming they are sorted by item number. This relies on the page count for each document being accurate and up-to-date; any documents without a page count are assumed to take up a single page only.
From this window, you can:
- Copy - Copies the list of documents to the clipboard as a table, using the formatting options you have selected.
- Save all - Saves copies of all documents in the list to a storage location, with options for PDF conversion, renaming, etc.
- Save item numbers - Updates the reference field for each document to match the item number assigned in the list.
Formatting options
- Format - HTML or plain text, with further options to control how the text is formatted. Choose the format that best suits where the content will be pasted.
- Include - Specify whether to include the column headers. Hyperlinks can also be included.
- Item numbers - Add text before each item number and/or start the numbering from a particular value. Multi-level numbering preserves the relationships between the documents.
- Page numbers - Starts the page numbering (in the Page range column) from a particular value.