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Pre-Requisites

Ensure that the LawMaster parameter is enabled.

 Set Parameters > WP, Mail, Help & Printing > Custom Document Properties

Viewing Document Properties

The LawMaster Folio ID and Version detail (and other) document properties can be viewed in each Word document.

 Fields available and examples are:

LMFolioBasedOn1133
LMFolioNo1134
LMFolioVersionNo1133v02
LMOriginalFolioNo1133
LMVersionNo2


Custom Properties are viewed in - File > Properties > Advanced Properties > Custom Tab.


Adding the LawMaster Document Property fields into your document

From LawMaster Folios, “Edit” the Word document you wish to include the document property.

 Place your cursor in the document where you wish to place the document property field.

 In the Word Ribbon, click on Insert > Quick Parts > Field > DocProperty > Select the LM field you wish and click OK. The field will then be inserted into the document.  

Updating Document Property - New Version of a Folio

When creating an “Original” New Version of a Folio which contains LawMaster document property fields, the user will be prompted as to whether they wish to update the Folio Properties in Word.

The matrix below outlines the behaviour of LawMaster Custom Word Properties based on whether properties already exist in the document and the user is:

  1. Creating Folio Record and Folio Attachment
  2. Editing Folio Attachment
  3. Modification of Folio Record


This depends on whether properties already exist in document.

 

On Creation of Folio record
AND Folio Attachment

On Edit of Folio Attachment

On Modification of Folio Record

No Properties exist

1. Add Properties to Word
AND
Refresh Values in Document
e.g. Merge Doc Template

2. Auto Update
Add Properties to Word
AND
Refresh Values in Document
e.g. Folio Enquiry > Edit

3.1. New Version OR
3.2 Modify -
  3.2.a."Original Folio" ticked/unticked, AND/OR
  3.2.b"Folio Based on" field updated,

Auto Update
Add Properties to Word
AND
Refresh Values in Document
e.g. Folio Enquiry > New Version

Properties exist

4. Do Nothing

e.g. Floating File Note / Drag and Drop Email Attachment

5. Check LM Properties = Word Properties
If Different, Prompt User to Update Properties?
  If Yes, Update Properties
  AND
   Refresh Values in Document

e.g. Folio Enquiry > Edit

6.1. New Version OR
6.2 Modify:
  6.2.a."Original Folio" ticked/unticked, AND/OR
  6.2.b"Folio Based on" field updated,

Auto Update
Update Properties in Word
AND
Refresh Values in Document

e.g. Folio Enquiry > New Version