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DMS

The DMS tab provides access to your documents. Fully integrated with the LegalOffice Practice Management system, it allows instant access to all correspondence related to a client, matter or your business, with a few clicks.

Use the filter options in the header panel to list documents by author, client, matter, store, and more

  • Author Filter: Display documents for yourself, a specific author, or all authors.
  • Client/Matter Filter: Display documents related to a specific client or matter.
  • Identity: Display documents related to a specific identity.
  • Store: Display documents related to a specific store.
  • Month: Display documents created by month or year.
  • Owner: Display documents created by a specific user.
  • Folder: Display documents imported from a traditional file system structure using the original documents file path.

Right-Click Menu Options for a selected Document:

  • View Document: Open in view mode.
  • Print Document: Print the document.
  • Share: Share via a third-party platform like OneDrive.
  • Copy:
    • Copy to a local folder.
    • Copy to a local folder as a PDF.
    • Copy to a local folder multiple documents combined into a single PDF.
    • Copy to a local folder multiple documents combined into a single indexed PDF.
  • Email:
    • Create an email with the document as an attachment.
    • Create an email with the document as a PDF attachment.
    • Create multiple individually addressed emails for the selected documents, attached as a PDF, using the default client email address.
    • Create an email combining multiple documents into a single PDF attachment.
    • Create an email combining multiple documents into an indexed PDF attachment.
  • Lock for Later Edit: Lock (check out) the document.
  • Edit Document: Open in edit mode.
  • Commit Changes: Save a locked document as a new version.
  • Abandon Changes & Release Lock: Discard changes and unlock the document.
  • Document Info:
    • View full version history.
    • Revert to or compare earlier versions.
  • Refresh: Refresh the view.
  • Edit Notes: Add or modify attached notes.
  • Change Metadata: Update metadata such as client or matter tags.
  • Change Name/Month: Rename the document or adjust its creation month.
  • Delete Document: Remove the document from the DMS.

Learn more about the DMS here Document Management – LegalOffice User Guides