This article explains how to attach, open, and delete a Document in GhostPractice®. 

The Document Management module allows you to attach documents to a Matter, Debt Recovery Debtor or a Client.

The overview grid displays the following details for each file:

The buttons on the toolbar allow you to attach a document to the selected account, open an attached document, delete a document (remove the attachment), refresh the screen, and email the document to recipients. 

The folder selection is configured as per the matter department. Documents that are not allocated to a folder will display under the None option. Use the Move option to move the selected files to a different folder.

To edit the properties of a file, select the file and then click the Properties button on the toolbar. This will open the Document Properties dialog.

• The file name, title and keywords fields are editable.
• Click Save to apply your changes.

How to Attach a Document

1. Click Document Management on the navigation bar.
2. To select an account, in the Account area, click an account type, e.g., Matter, Debt Recovery Debtor or Client.

3. Enter an Account number, and then click Go. 

   

4. The Account Details are displayed on the right. 

5. Click the Attach button on the Document Management toolbar, and the Select a File dialog will open.

   

6. Navigate to the document, and then click Open. The Fees and File Notes dialog will open.
7. Enter the Note or Unbilled details as required, and then click OK. The document will then be visible in the list of attachments.

Drag and Drop

1. You can drag and drop a file into the file listing grid to attach the document to the matter.
2. You can drag a file out of the document management to copy it to your desktop or windows explorer. 

How to Open a Document

1. Click Document Management on the navigation bar.
2. To select an account, in the Account area, click an account type, e.g., Matter, Debt Recovery Debtor or Client.

3. Click the Name of the document you want to open, and then click Open. 

   

4. The Document will open in the appropriate editor. 

Copy

The Copy button on the toolbar lists many different copy functions you may wish to perform on the selected file. These options include:

• Copy to another file: Allows you to copy the selected document and save it to another matter.
• Copy to desktop: Create a copy of the selected file and save it on your desktop.
• Copy folder to desktop: Copy the selected folder and its contents and save it to your desktop.
• Copy and save as new version: Copy the selected file and save it as a new file on the matter.

• Copy and save as PDF: Copy the selected Word document and save it as a PDF document on the matter.  

  The Copy and save as PDF option only applies if the selected file type is a Word document.

How to Delete a Document 

1. Click Document Management on the navigation bar.
2. To select an account, in the Account area, click an account type, e.g., Matter, Debt Recovery Debtor or Client.

3. Click the Name of the document you want to delete, and then click Delete. 

   

4. A Confirm Delete message will pop-up, click Yes to continue. 

How to email a Document 

Documents can be emailed from the Document Management module, to do this: 

1.  Click on Email in the toolbar or right-click and select Email. This will load a list of contacts that are associated with the file.
2. Tick the Contacts to whom you wish to send the documents.
3. Click Send.