Insert File on Word DocAssist Editor Ribbon

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 […]

Connection Tool in Word DocAssist Editor Ribbon

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 […]

User Roles for the DocAssist Editor

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 […]

DocAssist Batch Tool

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 […]

DocAssist Batch Processing Tool

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