Registration is designed to gather documents from a number of different sources:
- Local computer
- Network shares
- E-mail
- Devices such as scanners and fax machines
There are obvious advantages in storing these documents centrally and describing them with good metadata.
The main goals of document registration are to determine the following:
- Whether the uploaded document represents a single document, a master document with attachments or a set of peer documents (and whether peer documents are interrelated)
- A file to associate the document with, if known
- The document type that best describes the nature of the document
- Whether document cataloguing should be performed immediately or created as a task
Documents uploaded to ContactsLaw can be safely removed from their original source, so an option to delete the document(s)/message(s) from their original location is offered. E-mail messages in external applications (such as Microsoft Outlook) are also subject to deletion if this option is selected.
On computers running Windows Vista or above, the document registration activity provides a preview of the document to assist in the identification process.
The default behaviour exhibited by this activity can be configured through the document registration settings screen.