In ContactsLaw, the document properties window serves two main purposes: - To view and edit information about a document (metadata)
- To act as a starting point for actions that can be performed on the document
Information is broken down into the following areas:
- General
Document description, file, primary date & contact, type of document, direction, page count, folder, attributes,related product and reference. Also displays the actions you can perform on the document. Changing the document type here will require the document to be re-catalogued.
- Dates/contacts
Allows you to view and modify the dates and contacts associated with the document.
- Notes
Maintains the free-form notes associated with the document.
- Related
Allows you to view and modify the related documents (e.g. enclosures, replies).
- Versions
Provides access to the document's version history. You can view previous versions, restore to an older version or remove unwanted versions of the document. It is also possible to import a new version, either from the local computer or another document in the library.
- Storage
Shows information pertaining to the storage of the document, both in electronic and hard copy forms. Also shows billing statistics. From here, you can check the document in/out of the library, save a copy, delete the document or merge it with a duplicate.
- Distribution
Displays a history of each time the document was distributed to an external party. Member-to-member distributions are not included. If the document has a Sent date, details of the last time the document was sent are displayed separately.
Depending on the type and state of the document, you can perform the following actions:
- Catalogue - Shown only for uncatalogued documents. Starts the workflow for cataloguing the document.
- Read - Opens the document for reading.
- Edit - Starts the workflow for editing the document.
- Finalise - Starts the workflow for finalising the document.
- Send - Starts the workflow for sending the document.
- Distribute - Starts the document distribution activity.
- Reply - Creates a new document in reply to the document.
- Re-catalogue - Shown only for catalogued documents. Re-runs the document cataloguing activity.
- Re-register - Deletes and re-runs the document registration activity for the document. This is useful if, for example, you need to split or separate attachments.
- Start user-defined document workflows
- Create a new task pertaining to the document
If multiple workflows are defined for any of the above actions, clicking the hyperlink will present the user with a list of workflows to choose from. |