Reading path
For the secretary
You keep the firm's diary, its correspondence and the originals it holds for clients. These are the screens you will live in.
- 01Sign in and turn on two step sign inSign in at your firm's Docavra address, set a strong password, and protect the account with an authenticator app or an emailed code.
- 02Find anything with searchOne search box across matters, parties, documents and their text, notes, mail, originals, cases, tasks, time, bills, receipts and the compliance registers, showing only what you may see.
- 03Add a party and keep the register cleanAdd a person or an organisation once, see possible duplicates before saving, and merge two records that turn out to be the same.
- 04The calendar and court diaryPut hearings, meetings and internal events in the diary, repeat them, and read the court diary grouped by court and time.
- 05Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
- 06File email to a matterUse a matter's own address so mail and attachments arrive scanned and wait for a fee earner to confirm them onto the file, and send from the matter.
- 07The originals registerRecord every deed, will, certificate and passport the firm holds, where it is kept, who has it out, and every movement since it arrived.
- 08Request an electronic signatureSend one version of a document to be signed in order, follow each signatory, and receive the signed version and its certificate on the matter.
- 09Work with tasksPlan the day from My work, make tasks with their people, dates, reminders and review, repeat them, hand them over, and change many at once.