Use the Documents option within Settings to list and manage the files within your matters.
Here, we'll go over three elements of the Documents setting:
- Accessing and Viewing the Documents Setting
- Viewing Document Details
- Adding a Document
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
Accessing and Viewing the Documents Setting
1. To access the Documents setting, click on the Settings link and then on Documents.
2. You'll see the full list of documents, with details including File Type, Name, Current Version, Last Updated, and Updated By.
Click on the up/down arrow next to each column to sort by that column. You can also use the Search Documents field to search for specific documents. Use the drop-down menu on the far right to choose how many records you want to display on the screen; the total number of documents is displayed next to it.
Use the Plus button on the far right of the column section to Customize Table Columns. Click Apply to customize or Cancel to back out. You can also Reset to Default.
Viewing Document Details
1. Click into the link under Name to view the Document Details.
2. On the Document Details screen, you'll see two tabs: Overview and Version History.
Under Overview, you'll see the Attributes, detailing the File name (click on the link to download it), Current Version, Matter, Last Updated, and Updated By.
Next to that, you'll see the Activity Log. Click on View All to see the full activity log.
Under Version History, you'll see details of the file's version history - including Name, Major and Minor Version, any Comments, and Actions. Use the up/down arrows next to each column to sort by that detail.
Click on Manage Filters to apply available filters or reorder selected filters; you can also Reset to Default. Click Apply to adjust or Cancel to back out. You can also use the Search Version History field to search for a specific version.
Use this drop-down menu to choose how many records you want to display on the screen; the total number of documents is displayed next to it.
Use the Plus button on the far right of the column section to Customize Table Columns. Click Apply to customize or Cancel to back out. You can also Reset to Default.
Click on the three-button Actions menu to either Delete or Download the version.
Adding a Document
1. To add a document, click the Add Documents blue button in the upper-right corner.
2. Click and find or drag-and-drop the file into the File field to upload your document. Click Save to upload or Cancel to back out.
Your document should appear at the top of the Documents directory.
