Document Management

In this webinar we discuss ways to manage documents in CityLaw/CountyLaw.

Presenter: Edna Ward, Senior Training Specialist
Webinar recorded on: July 12, 2019
Duration: 28:51

It covers the following topics:

• Access documents for a matter
• Customize the document list order by heading
• Filter a document list
• Create a new document
• Open a document
• Copy a document to another matter
• Duplicate a document
• Import a document
• Export a document
• Print a document
• Print a list of documents on a matter
• Email one or more documents from CityLaw / CountyLaw
• Save an email and/or attachments from an email in Outlook to CityLaw / CountyLaw
• Find a document or file
• Display documents in Folder View
• Organize documents using custom folders
• Move documents to another folder
• Preview documents
• Best practices for document management