LegalWorks allows you to profile, or add metadata to any document in the system.The properties in a document in LegalWorks are:
These document properties (the document’s profile) are attributes about the document in the LegalWorks database.
Working with Document Properties
To edit the properties of a document, click the properties box to the right of the document name.
Here you can view the properties for this document. Click Edit to modify any of the document’s properties.
You can optionally set any document’s Status to one of the following:
The purpose of defining a status is to:
(A) clearly identify the phase this document is in its workflow, and (B) a means to filter or sort when viewing documents in a Matter, in Firm Documents or via the Advanced Search.
You can optionally define a document’s Type. Examples document types include Contracts, Motions and Pleadings. You can create your own Document Types (or modify existing ones) by navigating to Settings > Edit Drop-Down Menus > Document Types.
The purpose of defining a document type is to:
(A) clearly identify the type of document, and (B) a means to filter or sort when viewing documents in a Matter, in Firm Documents or via the Advanced Search.
For example, within a matter you can filter to view only documents with a type of Brief.
For applicable documents, you can populate the Document Date field with a documents’ formal or filed date (such as the date of a court order). Entering a Document Date makes identifying the relevant or filed date of a document quick and easy.
The Summary field is where you can optionally give the document a brief description. For instance, you could indicate, in a sentence or less, the purpose or source of this document, or what the document’s intent is. Only LegalWorks users will see the document’s Summary.
The Comments field is where you can optionally add notes regarding or to supplement the document. The comments field is a free-form, rich text field where users can enter brief or lengthy notes or comments. Only LegalWorks users will see the document’s Comments.
You may mark any document in LegalWorks as a Favorite by adding yourself to the Favorite Doc field in the document’s properties. (You can also add other users to this field, marking the document as a favorite for other users.) All documents that you are listed in Favorite Doc will appear in the My Favorite Docs dashboard as well as under My Favorite Docs on the LegalWorks welcome screen.
In addition to these document properties, you can also create and apply document tags: custom labels that you may create an apply to any document within LegalWorks. For more information, see: Document Tagging.