Using the Document Library

Using the Document Library

The document library is a quick way to find, review, and manage documents that span all of your matters. You can right-click any document in a list in the Library to complete simple document-level actions. You can also use this page to create custom document lists if you want to save and reuse your searches.
Details view
You can right-click on a document and select
View Details
or double-click the document to show additional information.
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On the document details view, several actions are available:
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Add a Document to a matter from the Library
Add a Document from SharePoint online:
Download a Document
Move a Document
Delete a Document
Edit document details
Additional Document Management Options
Create and manage a custom document list
Create a custom list when you want to save and reuse a search. Saved lists are identified as Custom in the list/search selector.