About Document Management

Document Management is the central repository for all Documents (and templates) created in Legal Enterprise or external documents saved/imported into it. Document Management also stores every merge template your developer creates and compiles. Documents are stored in a logical folder structure, much like Windows Explorer, so that they can be easily navigated to and accessed for merging.

Documents are stored in folders specific to the context against which they are merged. For example, a letter merged for a client will be stored in a folder for merged documents and then in a subfolder for that particular client. Every different document merged for the client and new versions of the same document are added to this folder. This historical list of documents can be viewed in Document Management and is also visible in Legal Enterprise through the History and Document Viewers. Documents can then be quickly retrieved, amended or new versions created.