Document Properties – Folio ID and Version Details in Word Folios

Modified on Thu, 8 Feb at 10:45 PM

Pre-Requisites

Ensure that the LawMaster parameter is enabled.

Set Parameters > WP, Mail, Help & Printing > Custom Document Properties

Viewing Document Properties

The LawMaster Folio ID and Version detail (and other) document properties can be viewed in each Word document.

Fields available and examples are:

LMFolioBasedOn	1133
LMFolioNo	1134
LMFolioVersionNo	1133v02
LMOriginalFolioNo	1133
LMVersionNo	2

Custom Properties are viewed in - File > Properties > Advanced Properties > Custom Tab.

Adding the LawMaster Document Property fields into your document

From LawMaster Folios, “Edit” the Word document you wish to include the document property.

Place your cursor in the document where you wish to place the document property field.

In the Word Ribbon, click on Insert > Quick Parts > Field > DocProperty > Select the LM field you wish and click OK. The field will then be inserted into the document.

Updating Document Property - New Version of a Folio

When creating an “Original” New Version of a Folio which contains LawMaster document property fields, the user will be prompted as to whether they wish to update the Folio Properties in Word.

The matrix below outlines the behaviour of LawMaster Custom Word Properties based on whether properties already exist in the document and the user is:

Creating Folio Record and Folio Attachment
Editing Folio Attachment
Modification of Folio Record

This depends on whether properties already exist in document.

	On Creation of Folio record AND Folio Attachment	On Edit of Folio Attachment	On Modification of Folio Record
No Properties exist	1. Add Properties to Word AND Refresh Values in Document e.g. Merge Doc Template	2. Auto Update Add Properties to Word AND Refresh Values in Document e.g. Folio Enquiry > Edit	3.1. New Version OR 3.2 Modify - 3.2.a."Original Folio" ticked/unticked, AND/OR 3.2.b"Folio Based on" field updated, Auto Update Add Properties to Word AND Refresh Values in Document e.g. Folio Enquiry > New Version
Properties exist	4. Do Nothing e.g. Floating File Note / Drag and Drop Email Attachment	5. Check LM Properties = Word Properties If Different, Prompt User to Update Properties? If Yes, Update Properties AND Refresh Values in Document e.g. Folio Enquiry > Edit	6.1. New Version OR 6.2 Modify: 6.2.a."Original Folio" ticked/unticked, AND /OR 6.2.b"Folio Based on" field updated, Auto Update Update Properties in Word AND Refresh Values in Document e.g. Folio Enquiry > New Version