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When there is a large
collection of documents requiring the need to Profile each document
based on key words or characteristics such as client and matter.
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When the above is true and
users still want to "browse" (as compared to just searching) into
structured document containers and discover relevant subjects and
topics without knowing beforehand what to look for to locate documents
which they did not know existed.
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When conflicts exists in
determining how documents should be placed into folders, e.g., by
client and matter. What about folders by department and area of law?
What about a combination of both?
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When the goal is to create
a "one firm" view spanning across regional offices in contrast to each
office having its own set of local documents in a different database
or folder.
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Categories provide quick
access to documents when used in combination with the Home Page.
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As a static set or group of
documents providing quick and easy navigation when the documents are
not being modified often or the subject is not dynamic in nature,
e.g., a template document folder or human resources folder with
company policies, etc. providing a common view.
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When creating a Cabinet for
extranet purposes with external users who have minimal training and
require the set of documents to be pre-organized and easy to locate
and navigate.
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For when a combination of
folders and Categories are desired where the folders are the top-level
tier for easy navigation and Categories are manually filed into these
static folders for "dynamic" document categorization and filing
at the lowest tier.
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