The need
CBA's Legal Library Document Management System was a Microsoft Word add-on available only on Windows PCs, and it required users to be separately licensed by CBA before templates could be downloaded.
The solution
J Street designed and built a completely new, responsive web-based system accessible from any device.
How it turned out
Log in screen that identifies the user as a CBA member or approved external user.
Transactions module provides a robust search option.
Transaction Detail allows users (with permissions) to edit data, add, edit, give permissions, and view Transaction Users, Document Users, Documents, and Attachments. Access to each section is tied to the user's permission level.
User Document Summary displays the user's details and a list of documents that they have permission to.
Document Detail lists the Document Users who have permissions, Transaction Users and a preview of the specific document. Based upon the user's permissions the document can also be edited, printed, or filled in.
View and edit available templates so that everyone is using the most recent version.
Print, view, edit, and preview a template.
A complete list of all offices which can be associated with a specific template.
Create and edit documents.