Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Once your files have uploaded they will be listed at the bottom of the page under Upload Details. This will let you know if they were successful or not. You can click on the Document Number to take you to that documents details page or you click the Name of the document to open it on your computer.

 

 Image Removed Image Added

If you did not set the details e.g. Matter for the document prior to uploading, you will need to go to the Allocate Documents page to enter further details for these documents.

 

1.1.2.    Allocate Documents

 

The Allocate Documents page is where all the documents that do not have matters assigned can be easily edited in bulk. Other details are also able to be updated such as the name, Form of communication, Keywords and other important information.

 Image Removed

 

The search will default to the last 7 days with a status of draft but these can be changed to include multiple dates and statuses.

 

The magnifying glass icon leads to a preview of that document to make it easier to identify the document. Image Removed

 Image Removed

 

 

Documents uploaded by accident can be deleted with the red x at the far right of the document. Once the changes have been made, the page will save automatically and the document will be updated.