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The documents tab, accessible under The Practice (or Company tab), is where document types, templates and practice policies governing documents are centrally managed in ContactsLaw.
 
It is broken down into the following views:
  • Document templates
    Lists the templates available within the company, either universally or on a per-workgroup basis. Templates can be created, edited and reclassified from here.
  • Document types
    Lists the document types available within the company, either universally or on a per-workgroup basis. Shows the hierarchy created by document type inheritance. Types can be created and managed from here.
  • Registration & storage