Steps:


  1. Log into the system using your credentials.
  2.  On the main dashboard, locate “Case Management” module.
  3. Within Case Management, click on “Document Administration,” then select “Client Document Manager” from the dropdown menu.
  4. A list of all uploaded documents in the system will be displayed.
  5. To upload a new document, click on the “Upload Document” button and select File Upload from the drop down.
  6.  Complete the required fields in the pop-up form with the relevant details i.e.
  • Client – The person or entity the file belongs to.
  • File – The specific matter.
  • Document Category – The general type of document (e.g. contract).
  • Document Title – The name given to the document.
  • Nature of Document – Brief description of its purpose or content.
  • Keyword Search / Tags – labels to help find the document quickly.
  • Document Owner – The person responsible for the document.
  • Viewer – Who can view the document.
  • Document to Upload – Select the document you are uploading from your computer.
  • Folder to Upload –Select the folder containing the specific documents you are uploading from the system.

 

  1.  Once all information has been entered, click “Upload” to add and save the document in the system.