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Settings ▸ Library ▸ Precedents

This page documents Settings ▸ Library ▸ Precedents in the Athenty admin portal.

A precedent is a reusable master document (agreement, letter, form) the firm drafts from. This is the admin entry point to the same Precedents library staff browse from the main Library menu (#414).

  • Facet-organized — tagged on the managed lists matters use (Practice Area, Matter Type, Document Type); appears under every matching bucket.
  • Lifecycle — Draft → Firm-Approved → Archived; Managers, Admins and the Owner approve a draft for firm-wide reuse.
  • Create — upload a file or generate from a finalized matter document; a precedent fills {{merge fields}} from a matter to produce a tailored draft.

Everyone can browse/download; create/approve/archive are role-gated.

Stub. Full documentation for this settings area is in progress.