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Information Leadership Design Services Ltd
  • App Type

  • Business Need

    Document Management, Compliance
  • Works With

    Microsoft SharePoint Foundation 2010, Microsoft SharePoint Server 2010
  • Industry Focus

    General - Applicable to All, Professional Services

iWorkPlace Smart Folders simplifies case file management, by making it easy for teams to create and maintain their cases, without having to have administrator rights. Completed cases are automatically moved to remove clutter, and Flexi Viewer search and browse gives instant access across cases as needed. You can:

Automatically create a new folder in a document library for a case file (or project/matter) by adding a new item to a case file list.

Add the contributors and approvers to the list and have these permissions applied to the folder.

Apply default metadata to documents stored in the new folder based on values added to the list. If documents are moved between folders Smart Folders ensures that default metadata is updated.

When the status is changed in the case file list the folder is moved to another library with the name of the status.

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