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How do I upload Documents into Wise Owl?
To add documents in to Wise Owl Legal, you will need to use the Upload New Documents option.
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This will take you to the Upload Documents page where you can set multiple details before uploading any documents. To expand the sections, click the gold bars with the headings.
The details you set in all of these sections will be applied to all the documents uploaded while those details are set.
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Document Details
This is where you can fill out the matter, owner, document type, form of communication, class and originator.
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You also have the option to make the document discoverable or not by third parties and set how you save attachments.
The attachments option is mainly used when you are uploading an email message that has an attachment to it.
Attachment Options:
Do not extract Attachments | This will save the email with the documents attached to it but they will not be saved in to WOL separately. |
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Extract Attachments and Keep Original | This will save both the attachments and the email separately. |
Extract Attachments and Remove Original | This will save the attachments and not save the original email. |
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These options allow you the flexibility of different ways to upload documents/emails and their attachments if relevant. The customisation allows the user to save time and means they do not need to individually upload all attachments to an email.
People
This is where you can add authors of documents or add recipients of documents. To add more records click the green ‘Add Author’ or ‘Add Recipient’ buttons.
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You can re-order records using the up and down arrows or the delete by choosing the x icon at the end of each line.
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Keywords and Categories
Use this section to set the Keywords for the documents being uploaded. You can also set the category that they will belong to which will vary depending on the business rules of your firm.
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Uploading Documents
Once you have set the information for the upload, you can then proceed to adding your documents. Note that If you don’t fill out the fields prior to adding the documents then you will need to go to the Allocate Documents page to set the information afterwards.
To upload you can either drag your documents from your computer in to the box provided or use the ‘click here to browse’ option to find them on your computer or network.
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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.
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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.