Tutorial

For video demonstrations visit our YouTube channel.

ACCOUNT AND USERS
Add a new case
Add a user to a case
Add staff to my account
Set me up as an account owner
Change my password
Archive an account user
Archive a case
Delete a case user


PLEADINGS
Upload a pleading
Add information for a pleading needed
Edit a pleading
View/Print a pleading
Download a pleading
Delete a pleading
Find a pleading
Sort pleadings
FILES
Add a new root folder
Add a new sub-folder
Edit folder
Upload files to new root folder
Upload files to existing folder
Access files
View a file
Edit file information
Download a single file
Download bulk files
Delete a single file
Delete bulk files


CODES
Code information
Code listing
Reference Fields

Add a new case

From the home page, click on Create New Case, complete the input form, and save.
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Add a user to a case

From the home page, click on the case name. Select Users. Enter the name and email of the user. Choose the type of user and select Add User.
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Add staff to my account

From the home page, click on My Account. If you are an invited user you will need to establish an account prior to adding your staff.  (See: Set me up as an account owner.) Select Add Account Admin. Read the disclosure, type YES and select Confirm. Complete the input form and select Add User. Note that adding a user to your account will give the user access to ALL of your cases. To add a user with access to a single case, see: Add a user to a case.
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Set me up as an account owner

From the home page, click on My Account. Then click on I would like to subscribe. Check the terms box and click Sign Up.
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Change my password

From the home page, click on My Account. Select Reset Password. You will be emailed a code number. Insert the number and type in and confirm your new password.
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Archive an account user

From the home page, click on My Account. Select Archive next to the user you wish to archive. This user will be removed from access to all of your cases. They will not be removed from any case they have established on their own account or any case they have been invited to by another account owner.
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Archive a case

From the home page, click on the case name. Then select Edit Case. Scroll to the bottom of the page and select Archive.
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Delete a case user

Choose a case. It will open on the pleadings page. Select Users. Click on Remove User next to the name of the user you wish to remove. This user will be removed from access to only this specific case. They will not be removed from any case they have established on their own or any case they have been invited to by another account owner.
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Upload a new pleading

Choose a case. It will open on the pleadings page. Select Upload Pleading. Enter chosen data points (at least one date is required). Drag and drop or upload the file. Make sure the upload is complete before saving. Then select either Save or Save & Add Another.
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Add information for a pleading needed

Choose a case. It will open on the pleadings page. Select Upload Pleading. Enter chosen data points (at least one date is required). Select either Save or Save & Add Another. On the main list it Edit | NEED will appear to indicate that this pleading needs to be uploaded.
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Upload a pleading needed

Choose a case. It will open on the pleadings page. Select Edit next to the pleading to be uploaded. Drag and drop or click and browse to upload a file. Make sure the file has fully uploaded before saving. Then select either Save or Save & Add Another.
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Edit a pleading

Choose a case. It will open on the pleadings page. Click on Edit. You can edit the information related to the pleading, then select either Save or Save & Add Another.
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View / Print a pleading

Choose a case. It will open on the pleadings page. Click on View. If the file is a PDF, the pleading will open in a new page or tab and you can right click (or Ctrl+P) to print. If the file is any other type of file, it will download to your PC, and you can view or print from there.
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Download a pleading

Choose a case. It will open on the pleadings page. Click on View. If the file is a PDF, the pleading will open in a new tab or window and you can right click and to save.
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Delete a pleading

Choose a case. It will open on the pleadings page. Click on Edit for the item you want to delete. You can now choose on the far right to Remove only the upload and revert it to a needed status or on the left side to Delete the document and all of the related information.
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Find a pleading

Choose a case. It will open on the pleadings page. Select the column you would like to search and enter your search term, dropdown, or date range (or combine them.) Use Reset Filters to clear all search fields and return the page to the original format.
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Sort pleadings

Choose a case. It will open on the pleadings page. Select the column you wish to sort by and use the small up or down arrows to the right of the column name. Use Reset Sort Order to return the page to its original format.
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Add a new root folder

Choose a case, select File on the left side, and select Continue to File Vault >>. Click the + Add new root folder button, name your new root folder and then click Save.
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Add a new sub-folder

Choose a case, select File on the left side, and select Continue to File Vault >>. Navigate through the file tree/index and locate which folder you would like to be the parent folder and click the folder icon with the green + on it. Name your new sub-folder and then click Save.
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Edit folder

Choose a case, select File on the left side, and select Continue to File Vault >>. Navigate through the file tree/index and locate which folder you would like to edit and click the icon with the pencil and paper next to it. Edit the name of your folder and then click Save.
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Upload files to new root folder

Choose a case, select File on the left side, and select Continue to File Vault >>. Select the root folder folder and click the icon with the blank sheet with the + sign. Input your choice of information. Drag and Drop or click to upload one or more files. Add a code (required field) and then click Save. For information about codes Click for Code Information.
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Upload files to existing folder

Choose a case, select File on the left side, and select Continue to File Vault >>. Select folder to upload files into and click the icon with the blank sheet with the + sign. Input information about the files and drag and drop (or click to browser) to upload one or more files. Add a code (required field) and then click Save when finished. For information about codes Click for Code Information.
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Access files

Choose a case, select File on the left side, and select Continue to File Vault >>. Use Toggle all folders opened/closed to expand or contract the file tree.
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View files

Choose a case, select File on the left side, and select Continue to File Vault >>. Use Toggle all folders opened/closed to expand or contract the file tree. Locate the file you would like to open. Click the green downward pointing arrow to download or view the file. If you want to open the file in a new tab or window, use Ctrl+Left Click to open/download the file to not lose your place in the index or have to refresh the index. Once the file is open, you can right click to save or print. For all other types of files, click the arrow icon and the file will download.
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Edit file information

Choose a case, select File on the left side, and select Continue to File Vault >>. Select the icon with the pencil and paper next to the selected file to enter and edit the information related to the selected file.
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Download a single file

Choose a case, select File on the left side, and select Continue to File Vault >>. Select the icon with the green downward pointing arrow next to the selected file to download. If the file is a PDF, once the file is open you can right click to save or print.
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Download bulk files

This feature is coming soon. As a work-around you can Ctrl+Left Click each file individually.
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Delete a single file

Choose a case, select File on the left side, and select Continue to File Vault >>. Select the icon with the pencil and paper next to the selected file you intend to delete. Once the file is open you can click the Delete button. Enter YES to confirm deletion. Optionally, you can click the trash can icon next to the selected file on the index.
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Delete bulk files

This feature is coming soon.
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Code information

A code is a unique identifier for uploaded files. At least one code is mandatory for each file. The intent of the code system is to keep track of the movement of the file through the case. A different code would be used for each activity. For example, you could use 01. the individual who uploaded / receipt of the file; 02. When the file is produced in the mandatory; 03. If the file was used for other production; 04. indicated the date it was received and/or the type of file received; 05. or for any other relevant criteria. Sample Codes have been provided and user-added codes can be used with or without a description. The key advantage is that you can search and filter by a specific code and identify all documents in the index relevant to the search criteria.
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Code listing

You can access a list of all codes used in this case by choosing Code Listing from Files page inside the case.
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Reference fields

Ref 1, Ref 2, and Memo fields are provided for your choice of use and are not required for uploads. Some examples include relevant category of documents, account numbers, index location, etc.
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For video demonstrations visit our YouTube channel.

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