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Uploaded Files

Uploaded Files

The primary purpose is to offer a clean and organized location for the user to:

  • Add Files: Add case related documents securely.
  • Add Folder: Add a folder name specific to case.
  • Create Files: Create documents pertaining to the case specific.
  • Access and View: Simply locate, preview, and download required files.
  • Manage files: Manage files with tools to edit, delete, or download them.
  • Send files: Send files directly from the platform by selecting the document and entering recipient details.

Managing Folders

On the Documents tab, the users have the ability to handle folders connected to the case by adding the folder name, editing the folder, and removing it.

Add Folder

Users can create new folders to categorize the uploaded files.

To create a folder in the uploaded files, do the following:

  1. Under the Uploaded Files tab, click the Add Folder button.
  2. Upon clicking it, the Add Folder dialog box will be displayed.
  3. Enter the Folder name.
  4. Press the Save button.
  5. The name of the folder will be shown below the Add Folder button.

Edit Document Folder

For the document folder, the folder name can be edited.

To modify the folder name, use the steps below:

  1. In the Uploaded Files tab, go to the document folder name that the user wishes to change.
  2. Click on the Pencil (edit) symbol.
  3. When clicked, the Edit Folder dialog box will appear.
  4. Edit the Folder name.
  5. Click the Save button.
  6. The folder name will be changed.

Delete Document Folder

Depending on the circumstances, the name of the document folder that was created can be deleted. Remember that removing a folder normally deletes all of its files and subfolders. To remove the document folder name, follow the instructions below:

  1. In the Uploaded Files tab, go to the document folder name that the user wishes to delete.
  2. Click on the delete symbol.
  3. When clicked, a dialog box with delete confirmation message will appear.
  4. Click the Delete button.
  5. The folder name will be deleted.

Managing Files

The Documents tab allows users to manage case-related files. They can create, edit, download, send, and delete files.

Add Files

Users can add many file formats to the case. The document can include file formats such as DOC, DOCX, XLS, TXT, JPG, PNG, and PDF.

To include files in the case as documents, follow these steps:

  1. On the documents tab, click on the +Add New button.
  2. A New Document dialog will pop up.
  3. Click to upload or drag and drop the file depending on certain formats.
  4. Users can create a new document from scratch in the system by clicking Create New Document.
    1. Upon the user’s click on Create New Document, in addition to all the options as click to upload options, File name field will be shown.
  5. Check the “Make Visible To Client” box that will allow uploaded or generated document accessible to the client in a client portal or like option.
  6. Provide the case number with which this new document will be linked with.
  7. Choose Document Type from the dropdown, which allows the user to specify the type of document being added (e.g., “Client Communication,” “Court Filing,” “Evidence”).
  8. Choose the folder from the dropdown. This feature lets the user choose a particular folder in the case’s document storage to store the new document.
  9. Provide a description or comments about the document in the description field.
  10. Click the Save button.

Edit Files

Users can modify files according to their needs. To edit a particular file, follow these steps:

  1. On the documents tab, proceed to the particular file.
  2. Click the pencil icon.
  3. An Edit Document dialog will appear.
  4. Edit the edits to the field as required.
  5. Click the Save button.

Download as PDF

Users can download case-related materials in PDF format. To get the documents in PDF format, take these steps:

  1. On the documents tab, navigate to the file user wants to download.
  2. Click the Download button.
  3. The file will be downloaded and saved to the local downloads folder.

 

Users can also download files by clicking three vertical dots and then selecting the Download as PDF option.

Send as PDF in Mail

Users can send documents in PDF format via email. To send mail in PDF format, follow these steps:

  1. On the documents tab, navigate to the file user wishes to download.
  2. Click three vertical dots and then select the Send as PDF in Mail.
  3. A Send File dialog will appear.
  4. On the dialog, a mandatory text field where the user can input the subject line of the message that will accompany the file.
  5. A “To ” field that enables the user to enter recipient email addresses manually, separated by commas.
  6. The “Choose Participant Email” field opens a list of participants (case workers, clients, contacts) related to the current case, enabling the user to select recipients from a list defined by the system. This is a required field.
  7. The “Message” field specifies the space for typing a message.
  8. Click the Send button.

Delete File

Users can delete files from the document list based on their requirements. To delete a file, perform the following steps:

  1. On the documents tab, locate the file that the user wishes to delete.
  2. Click the three vertical dots, then choose the Delete File option.
  3. A dialog prompt titled “Are you sure you want to delete xyz.docx?” will display.
  4. Click the Yes button to delete the file.

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