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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Upload files from a DMS to a matter

Connect and authorize a DMS integration to upload files directly into a matter for faster access.
Follow these steps to upload files to CoCounsel from your document management system (DMS) to a matter.
  1. Create a new or select an existing matter.
  2. Select
    Matter files
    .
  3. Select 
    Upload from external DMS
    , then
    New upload
    .
  4. Choose a connector from the list, then
    Select connector
    .
    note
    If there are no connections set up, you may get the following message: 
    
No connectors have been set up yet. Please contact CoCounsel administrator.
    1. If it's your 1st time using a connector, you'll need to
      Authorize
       the connector.
    2. After selecting
      Authorize
      , you'll need to sign in for the product you're connecting to CoCounsel.
  5. Find the files in your third-party DMS, upload them.
    1. The application uploads the files in the background.
    2. 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.
    3. You can also review your uploads from the
      Matter files
       screen by selecting
      Upload from external DMS
      View upload history
      .
File upload limitations
  • Supported file types:
     PDF, DOC, DOCX, EML, MSG, WPD, PAGES, PPT, PPTX, TXT, HTM, HTML, RTF.
  • Maximum file count:
     Up to 200 files can be uploaded at once.
  • Maximum file size:
     Individual files must be under 500MB and 2,000 pages. TXT, HTM, HTML, RTF are limited to 20MB.

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