Documents
An electronic Document folder is available on the database for every matter record. Documents are best managed from their associated matter records; documents added to matter records should pertain only to that matter and should not be incomplete or a work in progress. Outside counsel (with "Add Document" permission) may add documents to the matter and, in some cases, view the documents that in-house and other firms provide.
Important Note: Do not change file names while indexing is in process.
Documents Options:
Page |
Function |
---|---|
Maintain all documents on the server. |
|
View and edit routing slips for invoices. |
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Maintain your "physical" paper files. |
|
Document Tools |
Download Lawtrac Connect. |
Asian character support for document upload and search:
The Lawtrac 4.2 application allows users to upload, search, and report on document files with Asian language file names and content, including:
- Chinese (Traditional and Simplified)
- Korean
- Vietnamese
- Indonesian
- Japanese
- Thai
Documents can be uploaded via drag-and-drop, Lawtrac Connect, Browse, and Upload, and can also be saved from the Lawtrac Document Bank to your computer.