Documents and registers

Store documents, send them for review and keep registers.

• How do I upload a document and keep its versions?Open Documents, click Upload, choose the client and the file. To replace a file later, use New Version. DueFiler keeps every earlier version.
• How do I send a document for review?For a document on a task, open its row menu and click Send for Review. Choose a reviewer. The reviewer approves it or asks for a correction.
• How do I make a document from a template?Open Documents and click Generate from Template. Choose the client and the template, fill the fields and click Generate. The new document is filed in the vault.
• How do I maintain a statutory register?Open the client’s Statutory Registers tab and create the register you need. Add entries in the Workspace, import them from Excel, and download the register as Word or Excel.