Libraries

Last modified 15:17, 3 Jun 2015

Overview

Libraries can be used to separate client/contact related filing from other filing. Your firm will determine which libraries are needed and set these up accordingly. There are three system defined library types that can be used and these are detailed here. You may also have additional libraries with no library type.

The Client Filing Library Type

The Client Filing library type is used to hold all of your client and contact related filing (this excludes employee and supplier contacts, see below). Adding documents to this library type requires a contact to be associated with the document.

The Employee Filing Library Type

The Employee Filing library type is used to file documents against employees. Access to these documents is restricted depending on your system settings. Documents filed to this library type are not available in the global document centre. Documents can only be accessed via the relevant employee document centre.

The Pending Library Type

The Pending library type is used where documents are added into the system but need to be reviewed before assigning them to the correct client or contact. This library type can act as a virtual inbox. 

Documents filed to this library type can only be moved into the Client Filing library type.

The Supplier Filing Library Type

The Supplier Filing library type is used to store any documents relating to contacts that are suppliers. Adding documents to this library will also require a contact to be associated with the document.

Libraries with no Type

Any number of additional libraries can be set up to file non contact related documents. For example you could have a library holding your firm's documented procedures.

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