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Document Bank Switches

The Document Bank Switches hyperlink in the Application Administration | Document Bank sidebar allows site administrators and super users to enable or disable the Documents module.

Document Bank Switches Link

  • green switch—Document Bank Switch is enabled ("on")
  • red switch—Document Bank Switch is disabled ("off")

Document Bank Switch Options:



Document Bank

Turn Document Bank Module on to view the Documents List page.


Allow document upload into a matter record by dragging and dropping the file.

Lawtrac Connect

Allow or disallow Lawtrac to connect to the Connect plug-in—an application that a user installs to work with Microsoft Outlook. (Documents | Document Tools)

Email from Matter Records

Turn on or off the ability to email documents from the database to others who are associated with the same matter record.

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