Document management
Everything you need to know about managing your documents, managing directories, using the add-in, and document merging
67 articles
Change in document opening behavior
The views of the Documents tab
Import documents into matters
Uploading documents from your computer
Drag and drop documents directly into a folder
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
Storage space
Save a Word file as a PDF
Extract documents in batch
Extract data to Excel
The JurisDocument icons
JurisDocument paper
Create a JurisDocument
Create a JurisDocument template
Import an existing template into JurisDocument
Modify a JurisDocument template
Delete a JurisDocument template
Create an email template
Create an email template with a layout
Editing an email template
Delete an email template
Find the merge field corresponding to a person's role
Insert the title of a person in a JurisDocument template
Produce a document from a matter
Produce a document from the Person tab
Produce a document from a corporate law transaction
Difficulties in producing a JurisDocument
JurisDocument collections
Add a user guide to a JurisDocument template