Feature available for all editions of the software.
Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Classifications are a grouping of keywords that you use to identify several items in your software. Once identified, these items (persons, matters, documents, etc.) can then be sorted by the defined classifications.
It is possible to create lists of identification (classification) elements that can be associated with :
Individuals and/or legal entities
Stakeholders
Employees
Document templates in the JurisDocument merge tool
Documents stored in the document management tool
Classes of shares in the Corporate Book
Activities and/or activity codes
Matters
Electronic shorthand codes
Roles of the stakeholder
To add classifications, go to the main "Admin" tab and select the "Classifications" tile.
You can add classifications that we call "definition" and subcategories that we call "item".
When creating a new classification, you can configure the fields to be customized for the record type to which you want to add the classification. It is also possible to add a classification for all record types.
Note for bilingual users: Hover over the text field to make the language toggle button appear. The EN button indicates it is the English version, the FR button indicates it is the French version. Click on the button to toggle the text between French and English. Make sure to fill out the item name in both languages.
Here is what the attributes given to your classification means:
Active: This box must be checked if you want the classification to be used. An inactive classification will not be available in the software.
Unique: This means that only one variable of your classification type can be assigned. For example, a classification that involves fields of interest should not be unique, as the same person may have more than one field of interest.
Always visible: If this box is checked, the classification will be visible, i.e. open. The user will not need to add a classification to see it.
Mandatory: This attribute makes the classification mandatory, which means that if no classification is specified, nothing will be saved.
Types using this definition/Link: Makes the classification available for use in different locations within the software.
Note for the Types using this definition section:
Once the Matter link has been added and the classification saved, you can select more precisely in which type of folder you want this classification to be available.
Hover over the Matter field and click on the gear icon to display the list of folder types.
Select the types of folders in which you want classification to be available.
Save your changes by clicking on the green check mark.
Here is an example of a classification designed to define the occupation of a person:
The name of the definition is: Occupations
The link/type using this definition is: Physical person
The names of the items are: Business and administration, Business and administration/Accountant, Business and administration/Administrative staff etc.
These are the items that are used as variables in the person record since the definition has been associated with physical persons.
