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. Note: 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. |