Method and apparatus for matter-centric document management
First Claim
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1. A matter-centric document management system (DMS) comprising:
- a matter file including a plurality of folders, each folder corresponding to a document type; and
an attribute assignment logic to automatically create metadata data fields for a new document, when the new document is placed in a folder, the metadata fields appropriate for the document type.
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Abstract
A method and apparatus for providing a matter-centric document organization is described.
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Citations
20 Claims
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1. A matter-centric document management system (DMS) comprising:
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a matter file including a plurality of folders, each folder corresponding to a document type; and
an attribute assignment logic to automatically create metadata data fields for a new document, when the new document is placed in a folder, the metadata fields appropriate for the document type. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A method of implementing a matter-centric document management system comprising:
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having a plurality of templates, each template designed to set up a matter file including a plurality of folders, each folder corresponding to a document type; and
setting up a matter file in response to a user request, the matter file including the plurality of folders; and
automatically creating metadata data fields for a new document filed in one of the plurality of folders in the matter file, the metadata fields appropriate for the document type. - View Dependent Claims (17, 18)
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19. An apparatus comprising:
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a server to maintain data; and
a user system to display a Workspace to a user, the workspace including a plurality of matter files, each matter file including a plurality of folders, each folder corresponding to a document type; and
an email interface to generate a matter folder email address, the email interface to receive emails directed to the matter folder email address and file them in a correspondence folder in the matter folder. - View Dependent Claims (20)
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Specification