Docs4Lawyers Functional Guide v1.2

Docs4Lawyers Evaluation Guide

Table of Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Important Notes ,[object Object],[object Object],[object Object],[object Object]

Evaluation Guide Objectives ,[object Object],[object Object],[object Object],[object Object]

SECTION 1: End-user Interfaces ,[object Object],Web Client: All the features are available for both users and administrators. Mapped Drive: Accessing documents through a normal file system mapped drive. Office Add-in: Majority of user features available in this handy extension to Microsoft Office

1.1 Logging on through the Web Client ,[object Object],[object Object],[object Object],[object Object],[object Object]

1.2 Web Client Overview ,[object Object],[object Object],[object Object],[object Object],[object Object]

1.3 Map a Network Drive ,[object Object],[object Object],Step 3 Access through Windows Applications Step 2 Choose drive letter and type: 192.168.136.128ocs4lawyers Users can access the spaces and documents through desktop applications by mapping a network drive (e.g. Z:)

1.4 Using the Office Add-in ,[object Object],[object Object],[object Object],[object Object],[object Object]

SECTION 2: The Basics ,[object Object],[object Object]

2.1 Adding Documents - Applications ,[object Object],[object Object]

2.1 Adding Documents - Explorer ,[object Object],[object Object],[object Object],[object Object]

2.1 Adding Documents – Web Client ,[object Object],[object Object],[object Object]

2.2 Document Details ,[object Object],[object Object]

2.3 Viewing Documents ,[object Object],[object Object]

2.4 Document Properties ,[object Object]

2.5 Document Actions ,[object Object],[object Object],[object Object]

2.6 Copy, Paste, Delete and Shortcuts ,[object Object],[object Object],[object Object],[object Object]

2.7 Versioning ,[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],2.8 Check-in / Check-out

2.9 Adding Security ,[object Object],[object Object],[object Object],[object Object]

2.10 Basic Search ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

SECTION 3: Further Features ,[object Object],[object Object]

3.1 Advanced Search ,[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],3.2 Creating Spaces

3.3 Discussions ,[object Object],[object Object],[object Object]

3.4 Advanced Actions ,[object Object],[object Object],[object Object]

3.5 Categories ,[object Object],[object Object],[object Object],[object Object],[object Object]

SECTION 4: Administration ,[object Object],[object Object],[object Object]

4.1 Console ,[object Object],[object Object],[object Object],[object Object]

4.2 Managing Users ,[object Object],[object Object],[object Object]

4.3 Managing Groups ,[object Object],[object Object],[object Object]

4.4 Rules ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

4.5 Legal Metadata Manager ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object]

Docs4Lawyers Functional Guide v1.2

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Docs4Lawyers Functional Guide v1.2