New Document

The form New Document is used to enter new legal Case document. 

HINT For practical use cases showing how to use features of Documents, see the chapter Documents in user manual.

The form opens when we select New button in case Documents toolbar.

Below is a description of the form's features:

1. Toolbar

Toolbar contains below features:

Save	Saves the document into Documentation.
	Returns you to the list of documents.

2. Features

Features have the following fields:

	Document internal number. Document gets internal number when is saved.
General	General document info.
Chat log	Information about who, when and what task has been run in relation to this document.
Connected	PANTHEON document linked to document.

3. General

The General form for adding a new document contains the following fields:

Document type	Predefined document type.
Category	Enables sorting documents with similar content. A classification scheme is predefined but can be modified in settings.
Customer / Payer	Subject who sent a certain document from Subject register.
Case	The case to which the documentation is related. By default, the selected case is set.
Document date	Date of issuing the document.
Due date	In case of invoices, due date for payment.
	Button to add new documents. A pop-up window will open where you can select one or more documents and transfer them to documentation at the same time. After uploading the desired document(s), the screen shows this document in preview mode.

4. Metadata

Clasification (Category field) metadata fields, if selected in classification settings.