Overview of Enhanced Document Management

Employees in the firm handle many documents when working on their cases. Documents and document handling can be critical to a case. Enhanced Document Management makes the collaborative effort of handling documents more secure and more efficient.

Enhanced Document Management adds another layer of security for documents linked to AbacusLaw through Document Management or Fillable Forms. When Enhanced Document Management is enabled, documents are encrypted and stored in a secure location. Users can safely check out documents, change them, and then check them back in.

Click here for system requirements for Enhanced Document Management.

ANTI-VIRUS SOFTWARE WARNING: Some anti-virus software (such as AVG) can cause issues when using Enhanced Document Management. We recommend excluding the file lawwin.exe from the anti-virus scan.

Note that the Enhanced Document Management PALS must be purchased and registered prior to setting up Enhanced Document Management.

With Enhanced Document Management, you can:

• Enable and set up Enhanced Document Management

• Add documents to AbacusLaw

• Check documents out, edit them, and then check them back in

• Get information about check in/check out document status

• Managing checked out documents

• Deleting documents

• View document history

• Enhanced Document Management Administration