Creating a new Legal Site

For users who have SharePoint permissions to create a new site, r/c on the SharePoint Tenant and choose the option below:

The shortcut menu label shown above can be configured to read what is required for your organisation, therefore may differ from the above example.

When prompted, complete the New Legal Site dialogue:

When complete, choose OK and the columns required for Emails, Documents and Matter metadata will be created for the new site in SharePoint; 3 content types – Email, MacroView Document and Matter Document Set and 3 List Files - MV Doc Set, MV Library and MV Site

A progress bar will display the progress of this creation task:

When the site has been created, this will display, choose Navigate to Site

Create New Client

When the site has been successfully created, clients can now be created. There are a couple of configuration choices available, and depending on what your organisation has chosen, the option can be a subsite or library:

Create a new library

If the first design is being used by your organisation, create a new library for client matters (legal cases) under the client subsite:

Create New Matter

To create a new Matter in a library, r/c and choose New Matter from the shortcut menu. The options available on the fly-out menu have been configured by your organisation, allowing different folder structures to be created per department:

Complete the dialogue shown on page 4:

Matter Name – enter a meaningful and accurate name for the new matter
Matter Type – choose from the picker, or enter the first 3 characters
Matter Status – defaults to “Active” select another if not active
Matter Managed By – defaults to the user logged in, select another if required
Description – provide a matter description if required
Choose OK to create the new matter

When the new matter is created in the library, it will be numbered with the folder structure below:

Matter Views

The following views are available for MacroView Legal:

Legal Searches

There are four search panels provided with MacroView Legal:

The additional teo search panels are relating to Matter Searches:

Creating a group in Favourites for current matters

It is quite useful to create a group in Favourites called My Matters and add all current matters into this group. They can easily be removed from the group when no longer active or closed

Saving a Microsoft Office document

As MacroView Legal is using MacroView DMS Pro, the Microsoft Office applications i.e. Word, Excel and PowerPoint have the MacroView group of buttons added to the Home ribbon with the following options:

To Save a document, click the Save As to SharePoint button

From the Save to SharePoint dialogue box, choose the location to save the document to and click Save.

Next prompt is the MacroView Document content type – Document Author defaults to the user logged in and the Document Type will default to the folder name if a Document Type of same name exists.

Auto Numbering

On the Word Window title of a saved document, the document number is displayed with the document name:

This unique number is also inserted into the footer of the document by default:

This is controlled in Options on the Auto Numbering group of buttons on the Home ribbon

Auto Versioning

Version numbers can be controlled by the user as opposed to SharePoint making each save of a document a new version. For a document already saved to SharePoint, click the Save As to SharePoint button and the Save Changes dialogue box is displayed:

When the document is saved as new version, that version number is added to the document number on the Windows title and inserted into the footer of the document.