ContactsLaw can automatically populate the document type during registration by matching text in the original subject/description of each document. The individual strings of text and their associated document types are referred to as registration hints. They are configured on a per-company basis.
The hints themselves can take two different forms:
- Simple hints - Simply enter the text you wish to match in the original subject/description of the document. Simple hints are not case-sensitive. If your hint starts with a letter or digit, your text must either appear at the start of the description, or be preceded by a space. If your hint ends with a letter or digit, your text must either run until the end of the description, or be proceeded by a space. (Note: In this context, the term 'space' is used to refer to any whitespace character or punctuation mark)
- Complex hints - You can perform more complex matching by writing your hint as a regular expression. To differentiate simple and complex hints, ContactsLaw uses a Perl-like syntax where the expression starts and finishes with a forwardslash (/) character, and may include modifiers at the end, e.g. /(file)|(matter)/i
See also
Document registration settings