6a8582e54d
- Add Cloud for Sovereignty landing zone architecture and deployment - Implement complete legal document management system - Reorganize documentation with improved navigation - Add infrastructure improvements (Dockerfiles, K8s, monitoring) - Add operational improvements (graceful shutdown, rate limiting, caching) - Create comprehensive project structure documentation - Add Azure deployment automation scripts - Improve repository navigation and organization
219 lines
4.9 KiB
Markdown
219 lines
4.9 KiB
Markdown
# Legal Document Management System - User Guide
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## Overview
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The Legal Document Management System provides comprehensive document management capabilities for law firms and courts, including version control, templates, matter management, workflows, and court filings.
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## Getting Started
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### Accessing the System
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1. Navigate to the MCP Legal application
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2. Log in with your credentials
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3. You'll see the main dashboard with access to:
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- Documents
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- Legal Matters
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- Templates
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- Workflows
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- Court Filings
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## Document Management
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### Creating Documents
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1. Click "New Document" button
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2. Enter document title
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3. Select document type (Legal, Treaty, Finance, History)
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4. Add content or upload file
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5. Optionally link to a legal matter
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6. Click "Create"
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### Document Versioning
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- Every document edit creates a new version
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- View version history: Click "History" icon on any document
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- Compare versions: Select two versions to compare
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- Restore version: Click "Restore" on any previous version
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### Document Checkout
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- Checkout a document to lock it for editing
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- Only you can edit while checked out
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- Check in when done to release the lock
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- Checkouts expire after 24 hours (configurable)
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## Template Library
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### Using Templates
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1. Go to Template Library
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2. Browse or search templates
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3. Click "Use Template"
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4. Enter variable values
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5. Preview the generated document
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6. Generate and save
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### Creating Templates
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1. Click "New Template"
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2. Enter template name and description
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3. Write template content using `{{variable}}` syntax
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4. Save template
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## Legal Matters
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### Creating a Matter
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1. Click "New Matter"
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2. Enter matter number and title
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3. Add description and matter type
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4. Set status and priority
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5. Save
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### Managing Matter Documents
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1. Open a matter
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2. Go to "Documents" tab
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3. Click "Link Document" to add existing documents
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4. Or create new documents directly in the matter
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### Matter Participants
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1. Open a matter
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2. Go to "Participants" tab
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3. Click "Add Participant"
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4. Select user and role (Lead Counsel, Associate, etc.)
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## Document Assembly
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### Assembly Wizard
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1. Go to Document Assembly
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2. Select a template
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3. Enter variable values
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4. Preview the generated document
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5. Generate and save
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### Clause Assembly
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1. Select multiple clauses from the clause library
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2. Enter variables for each clause
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3. Preview assembled document
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4. Generate final document
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## Workflows
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### Creating Workflows
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1. Open a document
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2. Click "Create Workflow"
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3. Select workflow type (Approval, Review, Signing)
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4. Add workflow steps
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5. Assign each step to users or roles
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6. Set due dates
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### Approving/Rejecting Steps
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1. Go to "My Workflows" or open document workflow
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2. View pending steps assigned to you
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3. Click "Approve" or "Reject"
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4. Add comments if needed
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5. Submit
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## Court Filings
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### Creating a Filing
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1. Open a matter
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2. Go to "Court Filings" tab
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3. Click "New Filing"
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4. Select document to file
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5. Enter court information
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6. Set filing deadline
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7. Submit
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### Tracking Filings
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- View filing status (Draft, Submitted, Accepted, Rejected)
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- See upcoming deadlines
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- Track filing confirmations
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## Collaboration
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### Comments
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1. Open a document
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2. Click "Add Comment"
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3. Enter comment text
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4. Optionally highlight text or add annotation
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5. Save comment
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### Review Assignments
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1. Assign document for review
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2. Reviewer receives notification
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3. Reviewer adds comments
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4. Comments can be resolved when addressed
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## Search
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### Basic Search
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1. Use search bar at top
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2. Enter search terms
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3. Results show matching documents
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### Advanced Search
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1. Click "Advanced Search"
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2. Add filters (type, date range, matter, etc.)
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3. Execute search
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4. Save search for later use
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## Reports and Export
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### Exporting Documents
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1. Open a document
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2. Click "Export"
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3. Select format (PDF, DOCX, TXT, JSON)
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4. Choose options (include versions, audit log, etc.)
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5. Download
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### Compliance Reports
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1. Open a document
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2. Click "Compliance Report"
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3. View access log, retention status, audit summary
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4. Export report if needed
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## Best Practices
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1. **Version Control**: Always create versions for significant changes
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2. **Checkout**: Use checkout when making extensive edits
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3. **Templates**: Create templates for frequently used documents
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4. **Matters**: Organize documents by linking to matters
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5. **Workflows**: Use workflows for approval processes
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6. **Comments**: Use comments for collaboration instead of email
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7. **Search**: Use tags and proper titles for better searchability
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## Troubleshooting
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### Document Not Found
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- Check if you have access permissions
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- Verify document ID is correct
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### Cannot Edit Document
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- Check if document is checked out by another user
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- Verify you have edit permissions
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### Workflow Not Progressing
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- Check if all required steps are completed
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- Verify step assignments are correct
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### Filing Failed
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- Verify court information is correct
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- Check document format meets court requirements
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- Review error message for details
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