Juris Concept

NEW : Double-clicking on a document now opens it in the PDF viewer

Change in document opening behavior

Everything you need to know about managing your documents, managing directories, using the add-in, and document merging

Document management

Information sheet for the Document View function

The views of the Documents tab

How to transfer documents from the computer to JurisEvolution?

Import documents into matters

How to upload documents from your computer to your matters?

Uploading documents from your computer

How to Drag & Drop a document directly into a directory of a folder?

Drag and drop documents directly into a folder

Data sheet of the backup function of an Internet shortcut

Saving an Internet shortcut

How do I change the name of a document saved in JurisÉvolution?

Rename a document

Notes and reference date for saving documents

How can I find the document you are looking for more easily?

Document Classifications

How to search the contents of my documents with the Advanced Search feature in JurisEvolution.

Full text search in documents

How to move one or more documents to another matter?

Move documents to another matter

Information sheet on the Lock document function

Lock a document

Why can't I open a document? How to unlock a document?

Unlock documents

How do I restore a deleted document using JurisSave?

Restore a deleted document

Consult the history of a document

Storage space

How do I save a Word file as a PDF in JurisÉvolution?

Save a Word file as a PDF

How do I download multiple documents at once from JurisÉvolution?

Extract documents in batch

How to extract data from the 360 window to Excel?

Extract data to Excel

How to add a document in a financial transaction?

Attach a document to a supplier transaction

Attach a document to a Journal entry (JG)

How to add a document to a financial transaction?

Attach a document to a bank reconciliation

How to attach a document to a new activity?

Attach a Document to a New Activity

How to attach a document to an existing activity?

Attach a Document to an Existing Activity

Attach a document to a identification number of a person

Features where documents can be added

How to add a directory that will be available in all new matter?

Add a default directory

How to add a directory in a single matter?

Add a directory to a matter

How to batch file multiple documents using directories?

Modify the batch directory of documents

Delete a directory in a matter

See data without restrictions to profiles

Document management directories - Limit access by profiles

Directory management

How to save a document using the complement?

Save a document with the complement

Information sheet on the "Simultaneous backup in JE10" function

Simultaneous backup in JE10

Difficulties during the installation of the complement

Reactivate the complement

JurisEvolution SSO configuration steps for Azure AD

JurisEvolution Web - Complement

What can be included in the content of a document template?

The JurisDocument icons

What are the functionalities of the JurisDocument?

JurisDocument paper

Create a JurisDocument

Create a JurisDocument template

How to import a document template into JurisDocument?

Import an existing template into JurisDocument

How do I make changes to a document template?

Modify a JurisDocument template

Delete a JurisDocument template

Create an email template

How to customize the layout of an email template?

Create an email template with a layout

How do I make changes to template?an email

Editing an email template

Delete an email template

Where do you find the merge fields that include all the role types of a person?

Find the merge field corresponding to a person's role

What are the possible ways to insert the title of a person in a JurisDocument template?

Insert the title of a person in a JurisDocument template

Produce a document from a matter

How to produce a template from the Person tab?

Produce a document from the Person tab

How to produce a template from a transaction in a matter?

Produce a document from a corporate law transaction

Why am I unable to produce a document template?

Difficulties in producing a JurisDocument

JurisDocument collections

How to link a user guide to a JurisDocument template?

Add a user guide to a JurisDocument template

Document Fusion and JurisDocument

Information sheet for the PDF viewer in Read-only mode

PDF viewer in Read-only mode

Information sheet about the PDF view in Editor mode

PDF viewer in Editor mode

What options are available in the PDF viewer's content editor?

Content editor function

Information sheet for views in the sidebar

Views available in the sidebar

What layout options are available in the PDF viewer?

Layout options

What happens when files other than standard PDFs are opened in the PDF viewer?

Opening files with special characteristics

What are the options for the Ink tool in the PDF viewer?

Ink tool

What are the options for the Image tool in the PDF viewer?

Image tool

What are the options in the Shapes tool in the PDF viewer?

Shapes tool

What are the options for the Text tool of the PDF viewer?

Text tool

What are the options in the Document Editor function of the PDF viewer?

Document Editor

What options are available in the Note function of the PDF viewer?

Note function

What are the options in the menu that appears when text is highlighted with the mouse?

Context menu options

PDF viewer

Find answers and get help from Intercom Support and Community Experts

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