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This article applies to:

  • Product: Legal Tracker,CoCounsel
  • Audiences: Company

Upload files from a device

A new add-in for Microsoft Outlook that uses AI has been developed so you can now upload files from a device.
  1. On the CoCounsel for Microsoft Outlook panel, go to the Upload & share documents section and select
    Upload files from device
    .
  2. The
    Upload files from device
     screen will open. You can upload a file 2 ways:
    note
    You can upload up to 5 files at a time.
  3. After you've selected your files, select
    Continue
    .
  4. Choose the matters you want to install the file to. You can move between open matters, recent matters, favorite matters, or search for a specific matter.
  5. Use the
    Access security
     dropdown if you need to change the security of the files.
  6. Turn on the
    Review
     switch if a review is required.
  7. Select
    Upload
    .
  8. You'll get an alert that indicates your files have been successfully uploaded to Legal Tracker.