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Documents and Contracts

Managing Matter Documents

The matter
Documents
 tab lets you review and manage documents that are associated with a specific matter. Documents include multiple file types, including emails, SOPs, and contracts.
Tip | If you are looking for documents across all matters, use the documents library instead (select
Library
 in the left navigation).
When you open this page, all documents associated with the matter are listed. You can use the drop-down lists in the
Filters
panel to the left to find specific documents. For example, in the second dropdown you can select
Contracts
to filter the list to show only contracts. In addition, you can select an option under
Views
 to filter the list by status. For example, the
Needs review
option filters the list to show only the documents that require your attention.
note
The document folders where files are copied are configured at the company level by a Company System Administrator in
Settings > Document Management Setup > Document Folders
.
Documents Toolbar
You can enter all or part of the document name in the
Search
box to search for a specific document.
  1. You can use the
    Add
    button to add a document, email, contract, or service of process to a matter. Select the type of document from the list that displays and follow the prompts.
  2. You can use the
    Upload
    button to upload a document from your computer. When prompted, you can drag and drop a file or click the box to browse for a location on your computer.
  3. You can use the
    Download
    button to download the document to your computer. This button is disabled until you select a document in the list.
  4. You can use the
    Move
    button to move the document to another matter. This button is disabled until you select a document in the list.
  5. You can use the
    Delete
    button to remove the document from the matter. This button is disabled until you select a document in the list.
Details view
You can right-click on a document and select
View Details
or double-click the document to show additional information.
On the document details view, several actions are available:
  1. Lets you make changes to some document information. For example, you can change the name or date of the document or add a description.
  2. Provides additional options. For example, you can select
    Move to matter
     to move the document to a different matter. To share a document using email, select the
    Share Link
     option. A new email opens in your default email editor, with a document link included in the email text.
  3. You can use the edit icon next to the document to create a new event. A new window opens to allow you to enter a comment and create an event for that date.
  4. Select the download icon to download the calendar .ICS file. The .ICS format is a universal calendar file format that works with most calendar applications. You can double-click an ICS file to automatically import the event details it contains into your calendar.
  5. You can select the help icon to open the help page.
  6. You can select the close icon to close the details view.
Adding a Document to a Matter
  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Select a matter to open it, then select the
    Documents
     tab.
  3. Select
    Add
    from the toolbar, then select the document type.
  4. On the New document window, complete all required fields and any optional fields as needed. If you add a document by referencing a URL or network location, keep in mind that users can only open the document if they have access to those locations.
  5. Click
    Save
    .
To add a document from SharePoint Online:
  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Click a matter to open it and select the
    Documents
     tab.
  3. If the sign in prompt appears at the top of the page, select the link and sign in to Sharepoint.
  4. Click
    Add
     in the document list toolbar, then select
    From SharePoint
    .
  5. Select a file from your SharePoint Online location.
  6. Enter required details on the
    Add/Edit Details
     popup, and then click
    Save to Tracker
    .
To move a Tracker document to SharePoint Online:
  1. Right-click a document in the list, and then select
    Move to SharePoint
    .
  2. Follow the prompts to select a file location and add details.
  3. Click
    Move to SharePoint Online
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Documents
  • Audiences: Company