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Editing Document Classes and Class Groups

Classes and class groups are similar to Matter Types and Legal Sections:

  • Configuration is done at the class level, which is equivalent to Matter Type in eCounsel
  • Class group is a group that contains classes and is equivalent to Legal Section in eCounsel

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Each document class (aka Type) has its own properties that can be modified only for that class. The Vault uses the same properties for all document classes except email; email has extra fields to capture email-specific metadata.

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Tip: To save time and effort during configuration, add classes by renaming an unwanted class or coping an existing class. 

To create a new class:

  1. Right-click the Document Object and select New Class.
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  2. Set the properties.

To re-order the fields in a class, drag and drop the fields in the navigation pane.

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