Types of folders

Folders represent the different levels within Document Management that documents are stored within. They can be opened or closed as necessary to drill-down through the hierarchy. It is possible to create your own folders in Document Management, but in order to maintain a consistent top-level structure the following system folders are shipped with Legal Enterprise; Merge Templates, Owned Documents, Report Output and Search Documents.

Merge Templates. This folder stores the templates created by your developer for merging data. These could be Word, Excel or Outlook merge templates and can be stored in user-defined folders, i.e. developers can create their own folders when compiling templates. Also included in this folder are a number of Advanced folders, which contain some example templates.
Owned Documents. This folder stores the documents that have been produced (i.e. merged) for a specific context, e.g. client, matter, etc. For example, each folder represents a client and the sub-folders represent their matters. Within each folder is a history of the documents produced in connection with the matter.
Report Output. This folder stores the reports that have been produced via the Reporting facilities in Legal Enterprise. This is the default location, but it can be changed in System Configuration.
Search Documents. This folder provides the Document Management search facility. This can be used to find a document quickly and efficiently by searching for specific details.