Export to Matter tab
Use this tab to configure settings for exporting documents to the ProLaw Matter.
| Option | Description |
|---|---|
| Enable Export | Select this check box if you wish to export document to the ProLaw
Matter. The folder where the documents will be stored should be previously
configured on the ProLaw server in the Matter Preferences, by
the ProLaw administrator.
|
| Matter ID | Enter Matter ID manually or click […] button to select one of the ProLaw Matters from the Select Matter dialog. |
| Professional | This group of settings allows you to specify the professionals related to the document. |
| Adding | Enter the ID and full name of the professional that will be regarded as the person who added document manually or click […] button to select one of the professionals from the Select Professional dialog. |
| Set | Enter the ID and full name of the professional that will be regarded as the person who is assigned to this document manually or click […] button to select one of the professionals from the Select Professional dialog. |
| Type & Class | This group of settings allows you to set type and class of the document. |
| Type | Enter ID and description of the document type manually or click […] button to open the Select Document Type dialog. It allows you to select one of the available document types on the server. |
| Class | Enter ID and description of the document class manually or click […] button to open the Select Document Class dialog. It allows you to select one of the available document classes on the server. |
| Public | Select this check box to mark the sent document as Public. |
| Date | Enter the date that will be set for the sent document. |
| Short Note | Enter the short note related to the sent document. |