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Refreshing Data

When you add a matter to eCounsel or edit an existing record, data synchronization may have a short lag time. 

Data is automatically refreshed with a default sync time of 5 minutes for new matters and 15 minutes for any other updates. However, data can manually be refreshed at any time. For example, a user may want to add a document to the Document Vault immediately after adding a new matter to eCounsel.

To refresh the data:.

  1. Click the image39.gif Refresh icon on the document Metadata card.
  2. Select the type of refresh:
    • A Quick refresh updates the system with only new matters and new objects.
    • A Full refresh is required if security updates have been made to existing records.

On-premise installations can now modify default Document Vault refresh times using the Windows Registry (for M-Files Web client only).

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