Document Types
You can upload a file in almost any format to Tracker as a document or a contract. You can also upload emails. Tracker categorizes files into one of four document types, each with a unique document profile that captures essential details about the document.
Some file formats require special viewers; we recommend that you use standard Microsoft Office file types.
In general, the only file types you can't upload to Tracker are those that Tracker has identified as potentially harmful; for example, files that may contain harmful executable content.
note
- Maximum upload size is 50MB.
- Uploads that take longer than 10 minutes will time out, regardless of file size. This is typically an issue only with slower Internet connections, like dial-up.
Document type identifiers
Description | Icon |
|---|---|
Standard document |  |
Contract |  |
Service of process record |  |
Email |  |
Review requested |  |
You can save related files to any of these document types.
Document profiles
When you save a document for a matter, Tracker creates a document profile. The profile contains details about the document, and is composed of a header section and other sections as appropriate for the document type. The profile connects document details with the matter, which enables features like access security and review by other Tracker users.
Document Profile Details
The following table shows what details are collected in the document header and profile for each document type.
Document Type | Document Header Details | Document Profile Details |
|---|---|---|
Standard document | Name Matter Name Folder Description Document Date Author Document Type Access Security File Attachment File Attachment Size Allow File/URL to be Replaced Display in Document List in Matter Review Requested | Addenda/Related Files All Dates & Events Audit History |
Contract | Name Matter Name Folder Document Type Description Author Access Security File Attachment File Attachment Size Allow File/URL to be Replaced Display in Document List in Matter Review Requested | Status Effective Date (Document Date) Expiration/Renewal Type Next Renewal Date Renewal date recurs every “x” months Cancellation Deadline Final Expiration Date Expiration Notes/Comments Fee (Paid) Fee (Received) Contract Type Contract Person Responsible Additional Person Responsible Parties Signing Contract Contract Tracking Number Material/Critical Contract Summary of Warranties & Covenants Mark as critical/non-standard Restrictions on Assignability/Transferability? Indemnification Notice Method of Notice Notes/Miscellaneous |
Service of process record | Name Matter Name Folder Description Author Document Type Access Security File Attachment File Attachment Size Allow File/URL to be Replaced Display in Document List in Matter Review Requested | Addenda/Related Files SOP Type Service Received or Delivered Date Served (Document Date) Filed Date Method of Service Received By Entity Served Plaintiffs Defendants Case Number Court/Agency Country Forum Adverse Attorney Info SOP Person Responsible Response Due Date Notice of Appearance Made Has Response Been Filed Status Notes/Miscellaneous All Dates & Events Audit History |
Email | Name Matter Name Folder Description Document Date Author Document Type Access Security File Attachment File Attachment Size Allow File/URL to be Replaced Display in Document List in Matter Review Requested | Sent From To CC Subject Body Addenda/Related Files All Dates & Events Audit History |