Accessing the Vault through eCounsel

eCounsel uses the Web interface to embed Document Vault inside a matter. The Document Vault tab in eCounsel only displays documents attached to the particular matter. If you have Read/Write access, you can: check documents in or out and drag-and-drop new documents onto the tab.

To view the Vault through eCounsel:

1. Open a matter in eCounsel.
2. In Edit mode, click the Document Vault tab for that matter.

Mitratech Document Vault displays only the documents attached to that matter.

Adding Documents through eCounsel

To add a document to the Vault for a specific a matter through eCounsel:

1. Open a matter in eCounsel.
2. Click the Document Vault tab for that matter.
3. Drag-and-drop the document onto the Document Vault tab. 
4. The document properties are displayed, and the matter information is auto-populated so that the document is automatically attached to the matter.
5. Save the document.