Modules

A module acts as a container or box for all the components that facilitate the legal process you want to automate. For example, you might create a module to perform common daily tasks or complex routines in order to improve productivity. Component Explorer allows you to create new modules, add the desired components and compliance, and maintain all your existing modules.

The components you create can only be managed in Component Explorer and this is the only place in Designer Studio where they are grouped into a logical structure.

In this section:

• Component Explorer
• Create a module
• Open a module
• Edit a module
• Manage firm options
• Manage templates and forms
• Add a module to a matter
• Remove a module from a matter