Answers to questions we’ve been asked before.
Use the class filters – the drop-down list under “Any” – and, if necessary, the Search bar to reduce the number of results. Click the red save icon and complete the form. When you need to find the content again, click on the down arrow next to the Select Saved Search bar and select the name of the search.
Yes. Save a search and when you complete the online form, you can add comments and a link to other resources. When you want to see your comments, click on the red Edit search button, using the Navigate to above Link button to gain access to your other resources.
The horizontal arrow indicates that the Topic is a heading which has more detailed Topics under it. Continue browsing until you find Topics without a horizontal arrow, which indicates that content is related to that Topic.
Knowledge is a framework of pre-defined concepts that enables users to record and visualise information about contracts and to automate rules or suggestions that are considered to be suitable for a particular activity or job. Information that represents different parts of a subject area or which are linked in another way can be associated with each other through topics.
The models created using Knowledge can be browsed and searched. There is no limit to the information that can be modelled nor the degree of detail in a model; for instance, you may want to represent several contracts that you have concluded or create a repository of the clauses or precedent contracts that you use regularly. Similarly, you may want to provide users with access to a playbook on a matter or guide users to relevant documents.
Click on the case you want. You will see the URL in the browser. Copy the link and paste it in the desired location.
Go to the pie chart on the Dashboard. Click on the red rectangle which is captioned ‘Documents delivered late’ to check which case has been marked as late.
Go to the ‘Case’ tab and find the relevant case.
Edit the case and change the ‘Priority’ dropdown to ‘Other’, then change the ‘Delivery Date & Time’ dropdown to any date and time later than now, change the Status to ‘Complete’ and click ‘Save’.
There are several ways to find the case you’re looking for. If you click on the dropdown of the ‘Search’ box at the top of the Case page, you can search for the case using a variety of different methods, for example, by Reference, Client name or whether the document is signed. This will filter your search results to make finding a case quicker. The search box is not case sensitive.
Yes, when searching and reviewing documents using a concept list, you can select to review as many documents as you like by selecting the appropriate documents in the ‘’Select Documents’ dropdown.
Yes. Once you have completed your search, there is a ‘Save Search’ button on the bottom right-hand side. Once you click this, the search will be saved. You will be able to find any saved searches in the ‘Saved Searches’ tab under the Doc-Analyser tab. This section shows you when the searches were made and allows you to go back and view them again at any time.
No, if you want to review a document using several concept lists, you will need to undertake a separate search for each concept list. If you want to review multiple concept lists for a document, you can create a new concept list which includes all the words and phrases of the concept lists you are interested in.
Your Precedent can be updated as much and as often as you like. You can upload a new version of the template on the ‘Template’ tab by clicking on the edit icon and uploading the file and clicking ‘update’. You can also amend, delete, or create questions for an existing template on the ‘Questionnaire’ tab. You can amend questions by clicking on the edit icon, delete questions using the trash icon and add new questions by using the green ‘Add Questions’ button in the top left-hand corner.
Yes, in the ‘Action’ column in the ‘Template’ tab, there is a ‘copy link’ icon which, when clicked, automatically copies the URL and allows other users to view a Precedent you have created.
No, you can include as many or as few questions as you like in a template. The number of questions may vary depending on how much variable text there is in the document you are using.