Documents in Cases
Dzeni Hujic | Help LawAlign
Created: Aug 15, 2016 8:39 am
Topics: Documents
When user creates case, and assign Client to Case, folder with a name of client is created in Library that is located on server. Within client folder, folder with a case name is created.
All documents uploaded to that case are stored in that folder.
Folders can be created with a click on a button

All options given will work when file (or a folder) is selected (checkbox next to the file (folder) name).
Let's say you want to move document from left side to right side.
Select file with a checkbox on left side and click Move.
File will be moved to the right side, in a Library folder.
Track option gives user possibility to store document within a list of tracked documents ( Users - Dashboard details - My Documents - Tracked Documents ). Click on a checkbox next to the file user wants to track will send this file to tracked list.
Tags:
documents,
case