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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.

 

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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

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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.