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 […]
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 […]
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 […]