Manage Documents

Keep exhibits consistent, searchable, and ready for assembly.

When to complete this task

While preparing a filing or gathering supporting evidence.

Basic steps

• Case Profile → Documents → Add Document → upload
• Share with clients
• Use Batch Upload/Download

Step-by-step instructions

Step 1: Open Case Profile → Documents → Add Document

• Select Cases from lefthand rail (Folder button, top left)
• Select or search for the case
• Select Documents from righthand rail
• Click Add Document 

Step 2: Select Add a single document → upload → Save

• Select Add a single document from Add Document dropdown
• Select your document from its source (your computer, Office 365, Google Drive)
• Click Save

Step 3: Share documents: select doc(s) → Share with Client(s) → choose recipients → optional notification

Step 4: Batch upload/download: use Tools → Batch Upload, or select docs → Download (ZIP appears in Job Requests)

• Select Tools from lefthand rail (wrench icon)
• Select Batch Upload
• Select Files and click Upload

Notes

• Use consistent naming conventions
• Map your checklist to speed up assembly