{"id":11560,"date":"2021-11-18T15:12:52","date_gmt":"2021-11-18T15:12:52","guid":{"rendered":"http:\/\/www.csihelsinki.fi\/document-management\/"},"modified":"2026-04-08T15:12:43","modified_gmt":"2026-04-08T15:12:43","slug":"dokumenthantering","status":"publish","type":"page","link":"https:\/\/www.csihelsinki.fi\/sv\/funktioner\/dokumenthantering\/","title":{"rendered":"Dokumenthantering"},"content":{"rendered":"\n
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Dokumenthantering<\/h1>\n<\/div><\/div>\n\n\n\n
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Vem vet var de senaste versionerna av dokumenten f\u00f6r ett \u00e4rende finns? Hela \u00e4rendeteamet, om ni anv\u00e4nder CSI Lawyer.<\/h2>\n\n\n\n
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Lagra dokument<\/h3>\n\n\n\n

F\u00f6r l\u00e4ttare dokumenthantering kan man spara alla dokument som ber\u00f6r \u00e4renden och kunder i CSI Lawyer. Dokumenten kan sparas i en delad mapp som kopplas till CSI Lawyer, eller i ett separat dokumenthanteringssystem, s\u00e5 som juristbranschens ledande dokumenthanteringssystem NetDocuments<\/a>, eller branschoberoende M-Files. Mindre dokument kan \u00e4ven sparas som anteckningar direkt i CSI Lawyer.<\/p>\n\n\n\n

Dokument som kopplas till ett \u00e4rende eller en klient visas i egna mappar i programvaran, s\u00e5 att hela \u00e4rendeteamet enkelt kan komma \u00e5t de senaste versionerna.<\/p>\n\n\n\n

Dokumentmapparna i CSI Lawyer fungerar som ett f\u00f6nster i dokumenthanteringssystemet s\u00e5 att man kan \u00f6ppna och redigera dokument och skapa nya. Om \u00e5tkomsten till en klient eller ett \u00e4rende har begr\u00e4nsats till specifika anv\u00e4ndare g\u00e4ller samma begr\u00e4nsningar f\u00f6r de relaterade dokumenten.<\/p>\n\n\n\n

L\u00e4s mer om dokumenthanteringintegrationer h\u00e4r<\/span><\/a>.<\/p>\n\n\n\n

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Dokumentmallar med CSI-data<\/h3>\n\n\n\n

I programvaran kan man skapa olika f\u00f6rdefinierade dokumentmallar som kan kopplas till en f\u00f6retagsklient, en privatperson, ett prospekt eller ett \u00e4rende.<\/p>\n\n\n\n

Med hj\u00e4lp av dokumentmallar kan man till exempel skapa ett bekr\u00e4ftelsedokument f\u00f6r ett \u00e4rende direkt fr\u00e5n menyf\u00e4ltet i \u00e4rendef\u00f6nstret. Mallar fylls i automatiskt med den klient- och\/eller \u00e4rendeinformation som har sparats i programvaran, s\u00e5 att det g\u00e5r snabbare att skapa dokument och risken f\u00f6r m\u00e4nskliga fel minskar.<\/p>\n\n\n\n

Man kan \u00e4ven skapa olika e-postmallar, till exempel f\u00f6r att skicka fakturor via e-post. D\u00e4rtill kan standardmallar anges f\u00f6r olika typer av fakturor s\u00e5 att de inte beh\u00f6ver v\u00e4ljas separat i samband med utskrift av fakturan. Ni kan skapa mallar sj\u00e4lv eller best\u00e4lla mallar fr\u00e5n CSI.<\/p>\n\n\n\n

<\/div>\n<\/div>\n<\/div>\n\n\n\n
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L\u00e4s om \u00f6vriga funktioner<\/h2>\n<\/div>\n\n\n\n
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\u00c4rendehantering<\/a><\/strong><\/p>\n\n\n\n

Tidregistrering<\/a><\/strong><\/p>\n<\/div>\n\n\n\n

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<\/a>Fakturering<\/strong><\/a><\/p>\n\n\n\n

Rapportering<\/a><\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n

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