{"id":9267,"date":"2021-11-18T15:12:52","date_gmt":"2021-11-18T15:12:52","guid":{"rendered":"http:\/\/www.csihelsinki.fi\/?page_id=9267"},"modified":"2026-02-24T11:55:00","modified_gmt":"2026-02-24T11:55:00","slug":"document-management","status":"publish","type":"page","link":"https:\/\/www.csihelsinki.fi\/en\/features\/document-management\/","title":{"rendered":"Document management"},"content":{"rendered":"\n<div class=\"wp-block-cover\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-70 has-background-dim\" style=\"background-color:#0090a6\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1707\" class=\"wp-block-cover__image-background wp-image-10211\" alt=\"\" src=\"http:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-scaled.jpg\" data-object-fit=\"cover\" srcset=\"https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-scaled.jpg 2560w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-300x200.jpg 300w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-1024x683.jpg 1024w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-768x512.jpg 768w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-1536x1024.jpg 1536w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/12\/Document-management-ID-16552-2048x1365.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"document-management\">Document management<\/h1>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns page-content is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h2 class=\"wp-block-heading\" id=\"who-knows-where-the-latest-versions-of-the-matter-related-documents-are-the-entire-matter-team-using-csi-lawyer\">Who knows where the latest versions of the matter-related  documents are? The entire matter team using CSI Lawyer.<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\" id=\"storing-documents\">Storing documents<\/h3>\n\n\n\n<p>For easy document management, you can save all your documents attached to CSI Lawyer matters and customers. Documents can be stored either on a shared disk attached to CSI Lawyer or in a separate document management system such as the leading legal document management system <a href=\"https:\/\/www.netdocuments.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">NetDocuments<\/a>, or industry-independent <a href=\"https:\/\/www.m-files.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">M-Files<\/a>. Smaller documents can even be saved in CSI Lawyer as notes.<\/p>\n\n\n\n<p>Matter or customer related documents can be found in CSI Lawyer in their own folders. The entire matter team has thus easy access to their latest versions.<\/p>\n\n\n\n<p>CSI Lawyer\u2019s document folders act as a window to the document management system. They allow you to open and edit documents and create new ones. If the access to a matter has been limited to specific users only, the same applies to the related documents.<\/p>\n\n\n\n<p>For more information, read <a href=\"https:\/\/www.csihelsinki.fi\/en\/solutions\/integrations\/#document-management\"><span style=\"text-decoration: underline;\">here<\/span><\/a> about the available document management options.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-css-opacity has-background\" style=\"background-color:#89d4e3;color:#89d4e3\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"document-templates-retrieving-csi-data\">Document templates retrieving CSI data<\/h3>\n\n\n\n<p>The software allows the creation of different predefined document templates which can be attached to a corporate customer, a private person, a prospect or a matter.<\/p>\n\n\n\n<p>With document templates, you can, for example, easily create a matter confirmation document directly from the matter window. These templates are supplemented with the customer and \/ or matter information saved in the software, which speeds up the document creation and reduces human errors.<\/p>\n\n\n\n<p>Similarly, you can create different email templates, for example, to send invoices by email. You can also specify default templates for different types of invoices, so you don\u2019t have to select them separately during the invoice printing phase. New templates can be created by the customers themselves or ordered from CSI.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns page-content bg-gray is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h2 class=\"wp-block-heading\" id=\"read-about-the-other-features\">Read about the other features <\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32%\">\n<p class=\"arrow-right\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/legal-matter-process\/\">Legal matter process<\/a><\/strong><\/p>\n\n\n\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/task-time-tracking\/\">Task &amp; time tracking<\/a><\/strong><\/p>\n\n\n\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/invoicing-payments\/\">Invoicing &amp; payments<\/a><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32%\">\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/reporting\/\">Reporting<\/a><\/strong><\/p>\n\n\n\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/customer-management\/\">Customer management<\/a><\/strong><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":6583,"parent":9168,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-9267","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CSI Lawyer also supports document management<\/title>\n<meta name=\"description\" content=\"For handy document management, attach them to CSI Lawyer customers or matters to be easily found by all team members.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.csihelsinki.fi\/en\/features\/document-management\/\" \/>\n<meta property=\"og:locale\" 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