The Dynamic Hyperlink tool allows the DocAssist Editor to insert a web page or email link into a DocAssist precedent. Some examples of its use are: Dynamic Hyperlink Select the Hyperlink button in the Assemble Grouping on the Word/DocAssist Editor Ribbon. The following dialog will appear (for type Email) Setting up a Dynamic Hyperlink Email […]
Custom Repeaters allow you to repeat content controls that are not related to Users or Contacts A custom repeater can include all types of controls excluding User and Contact controls. It also cannot include Select Paragraphs, Optional Paragraphs or user/contact Repeaters. It is recommended that when using custom repeaters that they are completed on the […]
The Insert File tool allows the DocAssist Editor to insert a document into DocAssist precedent. This feature is currently only available to use with iManage software. Some examples of its use are: Insert File should be used instead of the DocAssist Editor Clause Bank Insert feature ie (Clauses) if the user is not required to […]
DocAssist logging to identify issues can be enabled in the two following ways depending on the version of DocAssist that you have installed: DocAssist 1.2.1012 and below DocAssist 1.2.1013 and above Logging options are added to the Word registry instead of needing the NLog.config file in the installation directory (NLog.config file is still supported too) […]
Updated October 2024 – Please contact us for the latest DocAssist version if any features below are not available to you. Groups and Repeaters – Blocks/Lists/Tables enable blocks of content in a document to repeat. An example is an Agreement that contains sets of parties at the top, and signing clauses for the same parties […]
If DocAssist Editors have access to more than one DocAssist SQL database, the Connection tool on the Word DocAssist Editor Ribbon can be configured to provide a quick access between those databases. Connection Select the Connection button in the Tools Grouping on the Word/DocAssist Editor Ribbon. The following dialog will appear. Setup of Connection Tool […]
DocAssist Editors can have additional settings created in the SQL database to access extra features in DocAssist. To turn these features on for the editor, you will need to be familiar with SQL and editing data in a table. Those features are: NOTE You will need to know the UserID of the Precedent editor (you […]
The DocAssist Batch Processing Tool allows you to: Open the Batch Tool There are three tabs: Create a Batch Name On the Administration tab, scroll down to the end of the available batches and click in the empty row that says “Click here to add a new row“. Add documents to Batch Name On the […]
v1.2.1021 31/3/2024 v1.2.1020 15/3/2024 1.2.1019 15/02/2024 1.2.1018 24/1/2024 1.2.1017 1/12/2023 1.2.1016 17/11/2023 v1.2.1015 3/11/2023 v1.2.1014 27/10/2023 v1.2.1013 16/10/2023 v1.2.1012 24/08/2023 v1.2.1011 6/07/2023 v1.2.1010 14/6/2023 v1.2.1009 5/5/2023 v1.2.1008 27/04/2023 v1.2.1007 10/03/2023 v1.2.1006 8/02/2023 v1.2.1005 13/08/2022 v1.2.1004 14/07/2022 v1.2.1003 9/05/2022 v1.2.1002 23/11/2021 v1.2.1001 30/7/2021 v1.1.1009 18/01/2019 New features Feature changes iManage Feature Changes
By default, DocAssist allows documents to be converted to pdf and placed in an Outlook email ready to be sent to a recipient. If the electronic signature is enabled, the appropriate signature will also be added. It is possible to turn this feature off or modify the feature via the Signing Options in the settings.xml […]