Document management
Everything you need to know about managing your documents, managing directories, using the add-in, and document merging
66 articles
- 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
- Document locking
- 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