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DMS Saving & Versioning Cheat Sheet
Overview of topics covered: SharePoint DMS for Legal utilizes Microsoft SharePoint to manage documents and emails. This means that everything you “process” into DMS lives within SharePoint. You can access documents within Outlook but the most ...
DMS Viewing All Columns in SharePoint
If you are accessing client SharePoint files through "My matters" from the DMS (Home) bookmark, follow these steps below to view All Columns. Once you click the matter link, it will take you to the matter home page. Once on the matter home page ...
DMS Training Videos
Watched? Topic Getting Started with DMS ☐ General Overview (4:14) ☐ Where are my files? Using Outlook and DMSforLegal (0:38) ☐ How are matter spaces created? Which will I see automatically? (0:33) ☐ Subscribe or unsubscribe User or Matter from ...
DMS Quick Save by Matter
Follow the steps below to access and save files to DMS without having to be subscribed to the DMS Matter. How to save emails to a DMS Matter 1. First, copy the Matter ID from Clever Case. Make sure you don’t copy the Matter ID that is hyperlinked! 2. ...
DMS Cheat Sheet
Attached is a Cheat Sheet for DMSforLegal Documents and Emails. Note this is specific for Family Law but most is applicable to all areas of law. Also included is the link for DMSforLegal Dictionary of Terms which will have further definitions of ...