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Reports setup

Allowing Users to Upload Documents to Tracker

This application enables users to use the Tracker for Outlook add-in and/or the FileZone utility. Companies can use either or both to copy email and documents to Tracker matters.

Downloading FileZone

FileZone is available for download for Windows or Mac OS to your computer from the Thomson Reuters Developer Portal.
note
Contact Legal Tracker support if you need to request access to the Developer Portal.
  1. Sign on to the Developer Portal at https://developerportal.thomsonreuters.com/.
  2. If this is your first time signing on, select the
    Register
    button. You will be required to set up a user name and password. When prompted, fill in the requested information and select
    Save
    .
  3. When you have registered and signed in to the Developer Portal, select
    Legal Tracker
     from the
    All Products
     dropdown.
  4. In the
    Legal Tracker
    section, select
    Browser Content
    .
  5. Select
    Downloads
    .
  6. Select
    FileZone
    .
About FileZone version 1
If you installed FileZone prior to 2012, you can continue to use this version. Any new installations of FileZone will be FileZone 2. If you enable FileZone, or if your users remove and reinstall FileZone, they will install FileZone version 2.
Feature
Version 1
Version 2
Operating system
Computers running Windows only
Computers running Windows or Macintosh
Law firm use
Company only
Company only. No longer supported for law firms
View new matters added to Tracker
Close and reopen FileZone
Click
Refresh Matter List
Move Tracker window
Not available
Drag the window
Apple and Lotus Notes email compatibility
Not available
Email messages from Apple and Lotus Notes version 8.5 or later email programs
Check connection to Tracker
Not available
Connection tab that lets you test and troubleshoot connection issues
See list of items added to matters
Not available
Click
View Submitted Items
User requirements
  • Each user must install FileZone on every computer that is used to access Tracker. The user must be an administrator on the computer to install FileZone, or the IT department can install FileZone on the user's computer.
  • Each user must have a Tracker user ID and password to use when signing in to FileZone.
  • Users must be assigned the Matter Administrator or Matter Editor role for matters.
  • Users must be able to install programs on their computers. Many companies restrict users' ability to install programs on their computers. If you are unsure of your company's policy regarding software installation, be sure to check with your IT department.

Set the Default Email Folder

When email messages are uploaded to Tracker, the messages may be added to the default email folder.
Users have the option of selecting a different folder for the email messages in the FileZone window, but if the user doesn't select a folder, the messages are stored in the default folder.
  1. Select
    Settings
    in the left navigation.
  2. Under
    Features Setup
    click
    Document Management
    .
  3. Click
    Document Folders
    . The Document Folders list appears.
  4. Click the tool bar three small dotsthree small dots icon and select
    Set Default Email Folder
    , and then select a folder from the drop-down list.
  5. On the toolbar, select
    Save & close
    .

This article applies to:

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