In ContactsLaw, the default behaviour exhibited by the document registration activity is controlled by a series of practice-level settings:

Default fax/document locations - If faxes and scanned documents arrive at a particular location on the network prior to registration, shortcuts to these locations can be added to the document registration screen.

Default cataloguer - Allows the nomination of a member or group with primary responsibility for cataloguing documents as they are registered. Cataloguing tasks will be sent to this member/group unless members catalogue their own documents.

Catalogue own documents - Determines whether it is the practice policy for members to catalogue their own documents (excluding e-mails as defined below). If so, the registration activity will suggest immediate cataloguing.

E-mail registration activity - It may be convenient for the practice to define multiple registration activities, with different billing implications depending on the method of registration. This setting allows the activity for e-mail registration to be specified, so that ContactsLaw does not have to prompt the user to select which activity to use.

Catalogue own e-mails - Determines whether members catalogue their own e-mails immediately. This setting applies only when registration is started using the activity above. (In the absence of a specific e-mail registration activity, the same policy will be used for all documents and this setting will be ignored)

Registration hints - Allows a particular document type to be automatically assigned during registration by matching text in the original subject/description of the document.

See also