Chat management

Upload files from an external DMS to chat

Once your DMS Connector is integrated with your CoCounsel account, you can begin to harness your documents with CoCounsel’s search capabilities.
Do the following to upload files from an external DMS to the chat window on the CoCounsel screen:
  1. Select
    Upload
     then
    Files from external DMS
    .
  2. Select the DMS connector you want to connect, then
    Select connector
    .
  3. The files from your DMS connector will show in the table. Select up to 200 files to run in a skill by marking the checkbox next to it.
  4. Select
    Upload
    .
  5. You can run files in the
    Review Documents
    ,
    Summarize
    ,
    Compare Documents
    ,
    Draft
    ,
    Timeline
    , and
    Prepare for a Deposition
     skills.

This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals