Document management | JurisÉvolution | Help Center

JurisÉvolution | Help Center

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Document management

Document management

Document management

The views of the Documents tab

Import documents into matters

Uploading documents from your computer

Saving an Internet shortcut

Rename a document

Notes and reference date for saving documents

Document Classifications

Full text search in documents

Move documents to another matter

Lock a document

Unlock documents

Restore a deleted document

Consult the history of a document

Save a Word file as a PDF

Extract documents in batch

Extract data to Excel

Features where documents can be added

Attach a document to a supplier transaction

Attach a document to a Journal entry (JG)

Attach a document to a bank reconciliation

Attach a Document to a New Activity

Attach a Document to an Existing Activity

Attach a document to a identification number of a person

Directory management

Add a default directory

Add a directory to a matter

Modify the batch directory of documents

Delete a directory in a matter

Document management directories - Limit access by profiles

JurisEvolution Web - Complement

Save a document with the complement

Simultaneous backup in JE10

Difficulties during the installation of the complement

Reactivate the complement