Much like traditional file folders, Firm360 documents can be organized for the purpose of easily grouping or locating your documents with just a few clicks. Firm360 improves on the traditional folder organization system by allowing you to organize your documents dynamically with multiple data points on a single document.
While traditional folders require a document to live in only one folder--requiring you to follow a specific path through a root folder and subfolders to find it--Firm360 documents are indexed with multiple tags simultaneously--allowing you to take the quickest path to the desired document.
Here are just a few examples of how this dynamic indexing works....
1. View the global documents list from the Black Ribbon > Documents tab.
2. This list can be sorted by choosing the desired column and clicking once (or twice) to select an ascending (or descending) sort.
3. Select the "Search Criteria" dropdown to choose additional filtering options (similar to "folders") to further limit the list. Unlike folders, multiple criteria can be used here by returning to the "Search Criteria" dropdown and making a second, third, fourth,....selection.
4. Search directly for a specific document Description or Document Type by typing text and clicking the Search icon.
5. When adding or requesting documents, provide this indexing data to improve your search capabilities after the documents have been imported.
6. Admin users can navigate to Customizations > Document Types to customize the list of available Document Types for your firm.
7. Edit the default list that is provided with the platform and/or add additional Document Types as needed by your firm.
8. Alternatively, find documents by navigating to a specific client
9. Selecting the "Documents" tab or "Project > Documents" tabs for that client will automatically filter the documents to those tagged for that client and/or project.
10. Further limit the list of documents by selecting additional Search Criteria or enter descriptive text.