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:
- SelectUploadthenFiles from external DMS.
- Select the DMS connector you want to connect, thenSelect connector.
- 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.
- SelectUpload.
- You can run files in theReview Documents,Summarize,Compare Documents,Draft,Timeline, andPrepare for a Depositionskills.
