Document Repository
Document Repository Enhancements
The Document Repository allows the user an ability to upload and organize a document in a structured manner through folders.
New Folder Creation:
1. Navigate to the Collaboration tab on the Matter Profile
2. Select the Documents option
3. Click the Add Folder button:
4. Add the Folder Name in the Pop-up window:
5. Click Save
Folder Structure:
1. Main Repository contains standalone documents
2. Additional folders have a single layered folder structure
3. Download the documents, move and/or create a New Folder
4. Click the document link to open the document profile
5. Add a summary while upload a document or while editing the document data
6. Summary fields are searchable
Folder Level Actions:
1. Add Document to the folder
2. Rename the folder
3. Delete the folder
4. Download All documents included in the folder
Document Level Actions:
1. Moved documents to a different folder
2. Create a New Folder
3. Delete documents