Learn how to use Centerbase's enhanced Document Management feature to streamline your workflow. This guide walks you through accessing the Documents module, managing files, and setting up default folders for new Matters.
Accessing the Documents Module
Centerbase's Documents module is available under the Doc Management menu in the left navigation bar. Click Documents to open the module.
Folder Structure and Navigation
- The folder structure mirrors your setup in Microsoft SharePoint.
- At the top of the page, view your recently opened documents.
- All folders are displayed on the main Documents page, with each folder representing a SharePoint site.
Matters Section
- In the Matters section, folders for each Matter in your organization are displayed. Each Matter corresponds to its own SharePoint site, nested under the main Matters site.
- Clicking a Matter folder reveals all related files and folders. You can upload folders, documents, or create new ones (e.g., Folders, Word, Excel, PowerPoint, or Visio) within a Matter.
SharePoint Functionality in Centerbase
Right-click a document to access SharePoint features, including:
- Open the document on the web or in the desktop app.
- Convert the document to PDF (saved in both Centerbase and SharePoint).
- Copy Link and adjust sharing settings.
- Share the document to the Client Portal.
- Move the document within the same Matter.
- Copy the document to a different folder or Matter.
- Delete the document (removes it from both Centerbase and SharePoint).
- Download the document.
- Rename the document (updates in both Centerbase and SharePoint).
- Attach the document to a new email.
Accessing Documents in Matters
The Documents module is also accessible within the Matters section. Click the Doc Management tab to view all documents for a Matter and perform any of the actions listed above.
Note: To access SharePoint directly, click the Open in SharePoint button.
Setting Up Default Folders
Configure default folders to automatically create a standard set of folders whenever a new Matter is opened.
Steps:
Step 1: Click the gear icon at the bottom of the left panel and select System Settings.
Step 2: In System Settings, navigate to Document Manager > Centerbase Document Manager.
Step 3: In the Default Folders section, type the names of the default folders you want to create. Use a semi-colon to separate multiple folder names.
Step 4: Click Save.
By following these steps, you’ll ensure your Matters are consistently organized with the necessary folder structure.
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