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DMS4Legal

DMS4Legal. V 1.8. Objectives DMS4Legal . Create a solution for firms that want to use a Microsoft SharePoint DMS. It must be easy to use and easy to maintain Integration: Users want to work with Microsoft Office ( Word, Excel, Powerpoint )

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DMS4Legal

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  1. DMS4Legal V 1.8

  2. Objectives DMS4Legal • Create a solution for firms that want to use a Microsoft SharePoint DMS. • It must be easy to use and easy to maintain • Integration: Users want to work with Microsoft Office ( Word, Excel, Powerpoint ) • Integration: Users want to work with Microsoft Outlook • The solution needs to deliver some kind of e-mail management functionality • The solution will be facing competitors like Autonomy iManage and OpenText DM

  3. Office integration • Easy browsing through (Subscribed) active Matters to Open or Save documents • Easy searching for documents based on meta data or Full text content • Support of Versioning

  4. Office integration Search for Matters or Documents Open Documents from inside Office Applications

  5. Subscribe to Matter Users can subscribe to matters

  6. Advanced Search Advanced Search inside the Open/Save As dialog screen

  7. Versioning Save document as a new version ( Minor or Major) Replace original or save as a complete new document to another location

  8. Outlook integration • Full blown MAPI integration, certified by Microsoft • Users can access all Matter related data in an easy way • E-mail management with Auto-filing of e-mails • Work Matter Centric

  9. Outlook integration

  10. Outlook integration Easy Subscribe to Matters in Outlook

  11. Subscribe to Users See the matters of the subscribed user

  12. E-mail Management • Objective: Reduce the time needed to save matter related e-mails

  13. E-mail Management

  14. Email Tagging

  15. Email Management: Auto filing

  16. Attach DMS files or links Attach a DMS document or link to a DMS document Save an attachment as New version or as another document

  17. (SharePoint) Permissions • Change permissions on Matter / Document folder or Document Modify permissions to create a private document inside a public Matter file Change permissions on a document

  18. Permissions

  19. Support for meta data store • DMS4Legal supports the use of the new SharePoint 2010 Meta Data Taxonomy Store Office support Outlook Support

  20. Browser • Working with the SharePoint Browser environment

  21. Subscription in browser See all available Matters Subscribed Matters and users See matters of subscribed users

  22. DMS in browser: Client page

  23. DMS in Browser : Matter page

  24. DMS in browser : Docs

  25. Treeview in SharePoint

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