The Preview pane on the right of the 360° documents window allows you to define the criteria for saving your documents. These backup criteria allow one and/or the other of the following two things:
Serve as a filter to easily find your documents
Serve as information for another user
The main use of the classification is to serve as filters, because each classification specified in the right pane, preview of the 360° window, is automatically transposed into a filter in the left pane. Depending on the type of classification, the information can also be used by another user, to know if the document has been approved, for example.
The classification
A classification is a label, a keyword, assigned to an item allowing them to be classified by categories according to these labels. By default, JurisÉvolution offers 2 types of classifications for documents*.
Document type
Document status
These two classification categories are neither obligatory nor unique. That is to say, a user may not specify a classification or specify more than one.
*If you have the “Cabinet” edition of JurisÉvolution, you can modify these 2 categories and create your own categories. To learn more, see Create a classification.
WHAT THERE IS TO KNOW
The classification is used to classify information in the same way as a directory, only the classification adapts to the type of element saved and it is possible to assign more than one to the same file.
For example, a letter can be at the same time:
- a correspondence (Document type)
- an “Approved” document (Document status)
- an email sent (Document status)
These classifications are then transferred into filters allowing simple organization and intuitive of your documents.