Mitratech Document Vault Users Guide
Mitratech Document Vault integrates Bridgeway Suite with a Document Management System (DMS) that allows you to store and manage all documents related to a matter. Mitratech Document Vault is a full-featured DMS designed to provide best practices as an integral part of enterprise legal management (ELM).
Why is Mitratech Document Vault essential to any legal department?
The amount of information legal departments must view, digest, and maintain increases rapidly with time, and traditional solutions make managing content virtually impossible because of changing folder structure, file naming, and file locations.
Legal documents must be kept secure and manual control over that security is a challenge.
By using Mitratech Document Vault, documents are classified when they are saved, creating a quickly accessible and more precise structure than folder hierarchies. The classification structure is managed by the Mitratech Document Vault administrator, so end-users are not burdened. When an end-user saves a document to M-Files, the collected metadata can include the document type, date, and associated matter, person, or company. This classification means the document can be located immediately, versioned automatically, available offline, and re-used when needed.
- Getting Started with Document Vault
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- Using the Vault through eCounsel
- Opening the Vault
- Adding Existing Documents to the Vault
- Creating Documents inside the Vault
- Checking In/Checking Out
- Modifying Documents in the Vault
- Modifying Document Metadata
- Searching Document Vault
- Following Documents and Objects
- Adding Comments to a Document
- Deleting Documents
- Refreshing Data
- How to Set the Major and Minor Version of a Document