Overview of Documents
Documents can be added to Abacus. They can be associated with a name or matter, or they can be independent of any name or matter. Documents can be word processing files, scanned images, spreadsheets, pictures, etc. Note that documents do not have to be electronic. You can also use Abacus to track your paper documents. Grouping a document with a case and other information and knowing exactly where it is stored and what box it is in can save hours of hunting. If your client has a Web page on the Internet, add the URL address as a document link. You can have your browser jump to that Web page by double-clicking it.
Documents are added to Abacus via document links. Document links contain all the information needed to access a document, regardless of whether the document is electronic, paper, or a website.
The two main tools to use for controlling documents are the Docs tab on the Name window and Matter window and the Document Manager.
With documents, you can: