Document Management

Document Management is an application that enables you to view and search for any document, no matter where in ALB the document was created or imported.

From PMS, open the Document Management application by clicking at the top right of the window. Document Management consists of one main screen: Document Management.

Document Management lists all types of document, including forms and reports, plus standard documents and Quick Letters and their templates.

Document Management doesn't cover wills and deeds. See Searching for a will or deed.

In Document Management, documents are arranged in volumes. A volume is essentially a folder. ALB automatically creates volumes named as the year/month/week, and these volumes store documents according to the date of creation.

Specific uses of Document Management are:

• Adding documents that do not relate to a particular client or matter, for example existing precedents, money laundering guidance notes, or your firm's procedure manual

• Searching globally for any document in ALB - you do not need to know the client or matter. For example, if you worked on a lease for a windmill and needed it again, you could search for windmill

On Document Management you can...

• Search globally for any document in ALB

• View documents created in a particular year/month/week

• Open a document

• Edit a document

• Delete a document

• Edit document settings

• Create, edit and delete volumes

• Import a document into a volume

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• Prefer a hard copy? No problem, you can download a printable version (PDF).