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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 ) - PowerPoint PPT Presentation
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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 maintainIntegration: Users want to work with Microsoft Office ( Word, Excel, Powerpoint )Integration: Users want to work with Microsoft OutlookThe solution needs to deliver some kind of e-mail management functionalityThe solution will be facing competitors like Autonomy iManage and OpenText DM
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Office integration
Easy browsing through (Subscribed) active Matters to Open or Save documents Easy searching for documents based on meta data or Full text contentSupport of Versioning
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Office integration
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Search for Matters or Documents
Open Documents from inside Office Applications
Subscribe to Matter
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Users can subscribe to matters
Advanced Search
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Advanced Search inside the Open/Save As dialog screen
Versioning
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Save document as a new version ( Minor or Major)Replace original or save as a complete new document to another location
Outlook integration
Full blown MAPI integration, certified by MicrosoftUsers can access all Matter related data in an easy way E-mail management with Auto-filing of e-mailsWork Matter Centric
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Outlook integration
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Outlook integration
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Easy Subscribe to Matters in Outlook
Subscribe to Users
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See the matters of the subscribed user
E-mail Management
Objective: Reduce the time needed to save matter related e-mails
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E-mail Management
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Email Tagging
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Email Management: Auto filing
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Attach DMS files or links
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Attach a DMS document or link to a DMS document
Save an attachment as New version or as another document
(SharePoint) Permissions
Change permissions on Matter / Document folder or Document
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Modify permissions to create a private document inside a public Matter file
Change permissions on a document
Permissions
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Support for meta data store
DMS4Legal supports the use of the new SharePoint 2010 Meta Data Taxonomy Store
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Office support
Outlook Support
Browser
Working with the SharePoint Browser environment
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Subscription in browser
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See all available MattersSubscribed Matters and users
See matters of subscribed users
DMS in browser: Client page
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DMS in Browser : Matter page
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DMS in browser : Docs
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Treeview in SharePoint
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