Document Management (previously OneDesktop)

Overview and Navigation

• Document Management and Word and Outlook
• Documents Tab
• OneLaw Document Ribbon

Search and Find Documents

• Searching for Documents

Manage Documents in Microsoft Office

• Document Versioning
• Manage Documents in Word
• Manage Documents in Word and Excel

Email and Outlook

• Attache Files to Emails
• Create a New Email
• Enable Document Management Add-ins in Outlook
• Manage an Email With Attachments
• Manage Emails in Outlook (Classic)

Document Bundling

• Document Bundling Manual

Document Categories and Templates

• Upload and Manage Document Templates in OneLaw
• Creating Document Categories