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Managing Documents on a File Server

If documents are stored on a file server, an index of files is stored in the database. You will need to have access to the drive in order to view a document. In addition, any existing subdirectories in the files server path (configured by the system administrator) can be used to classify documents when saving the document.

 image  The file size of attachments is limited to 100 MB.

To Attach a File:

  1. Open the Matters module and add a new matter or edit a matter record.
  2. Open the Documents tab.
  3. Click the New button, and select the type of document being uploaded.
  4. Enter the appropriate information in the text boxes or select from the dropdown lists.
  5. Click the image Save button to save your changes.
  6. On the Document File subtab, click  New.
  7. On the Save File dialog box, click the Choose File button to locate the file. You also can enter the file name manually, but you must enter the full path, including drive and extension (for example: F:\Documents\Minutes\120399.doc).
  8. Enter a description of the file.
  9. If subdirectories exist in the file storage path, click on a directory in which to save the file, then click  Continue.

image  If you are trying to save a file with the same as another file, a dialog box will appear to suggest a new name for the document. You also can rename the document yourself and click OK.


To Detach a File:

  1. Select a file from the Document File subtab on the Documents tab.
  2. Click the image Delete button.
  3. Click OK on the confirmation dialog box.

To View an Attached File:

  1. Select a file from the Document File subtab on the Documents tab.
  2. Click the C:\Users\jcasey\AppData\Local\Temp\SNAGHTML2137c012.PNG Lock/Unlock button to notify other users that the file has been checked out.
  3. Click the image Download button to open or save the file to your hard drive.
  4. Either click Open to open the file in the associated program or click Save to save the file to a default location. Click Save and select Save As to save the file to a location you specify. Navigate to a directory in which to save the file, enter a new name if needed, then click Save on the Save As dialog box.
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