Document Management
Comprehensive document handling including linking, annotation, redaction, comparison, numbering, and stamping.
Document Operations
- Document Linking - Link documents and create parent-child relationships
- Document Filing Request - Process for requesting document filings into cases
- Document Annotation and Redaction - How to annotate and redact documents
- Document Comparison - Compare document versions and track changes
- Document Bates Numbering - Apply Bates numbering to documents
- Document Stamping - Automated document stamping for public documents
Document Workflow
Typical document management workflow:
- Upload/Link → Document Linking | Document Filing Request
- Review & Process → Document Annotation and Redaction
- Number & Organize → Document Bates Numbering
- Compare Versions → Document Comparison
- Stamp for Public → Document Stamping
Key Features
- Document Linking: Create relationships between documents (parent-child, related)
- Annotation & Redaction: Mark up documents and redact sensitive information
- Version Comparison: Compare different versions of documents
- Bates Numbering: Apply sequential numbering for legal documents
- Automated Stamping: Automatically stamp documents for public release
- Document Filing: Request and manage document filings into cases
Related Categories
- Case Management - Manage documents within cases
- IPRA Overview - Document management for IPRA requests
See Also
- Case 360 view - View documents in case context
- Advanced Search - Search for documents
- Dashboard – Documents - Navigate the Documents Dashboard