Upload files from a DMS to a matter
Follow these steps to upload files to CoCounsel from your document management system (DMS) to a matter.
- Create a new or select an existing matter.
- Select Upload from external DMSthen select a connector.noteIf there are no connections set up, you may get the following message:No connectors have been set up yet. Please contact CoCounsel administrator.
- If it's your first time using a connector, you'll need toAuthorizethe connector.
- After selectingAuthorize, you'll need to sign in for the product you're connecting to CoCounsel.
- Find the files in your third-party DMS, upload them.
- The application uploads the files in the background.
- Once uploaded, you can search for them if you uploaded them to a database or use them when getting CoCounsel Assistance if you uploaded them to a matter.
- You can also review your uploads from the upload screen by selectingView upload history.
Category | Details |
|---|---|
File types: | .pdf, .doc, .docx, .eml, .htm, .html, .msg, .rtf, .wpd, .txt |
File size: | 500 MB - each individual file may not exceed 500 MB |
Files amount: | 200 files |
