Task guide
The documents workspace
Find your way round Documents, with the places in its rail, recents and starred files, scanning paper with a phone camera, the New menu, and comments on a document in the reader.
The places in the rail
Documents in the sidebar opens a workspace with its own rail. You see only the places your permissions allow.
- Search, Recents, Starred, My documents and All documents.
- Browse: Matters, Parties and Firm, each a tree of folders.
- Records: Originals, Signatures, Approvals and Missing documents.
- Bin.
Recents lists the documents you opened, read, downloaded or added, newest first. Starred keeps the ones you starred. My documents holds papers of your own, filed on no matter, which are yours alone. All documents is every document you may read across the firm. Missing documents lists open matters short of what their checklist asks at their stage; see Document checklists.
Star a document with the star in its reader, or from its menu; the star turns to Unstar once set. Stars are yours alone.
The New menu
New is the workspace's one main action. Its items depend on where you stand and what you may do:
- Upload files, Scan with camera and New folder.
- From a template: draft from one of the firm's templates; see Templates and document generation.
- Court bundle: see Court bundles.
- Ask a client for files: see Ask a client for files.
- In Originals, Record an original is the only item; see The originals register.
Scan with a camera
New, Scan with camera turns paper into one PDF on your phone, without a scanner.
- Choose Take a photo for the first page, or Add from photos to use pictures already on the phone.
- For each page, Rotate it, or Crop it by dragging its four corners (the arrow keys move a corner too). Reset crop starts again. Choose the Filter: Document turns the page grey and raises its contrast so it reads as a scan, and Original leaves the photograph as it was taken.
- Put the pages in order with the earlier and later buttons, or drag them, and delete one you do not want.
- Choose Save as PDF. The pages are joined in your browser, and the PDF then goes through the same steps as any upload: choose the matter, folder and kind of document.
If you close the scan with pages taken, you are asked before they are thrown away. Nothing leaves the phone until you save.
Comments on a document
Open a document in the workspace and its panel has the tabs Details, Versions, Approvals, Comments and, for those who may read the access log, History.
Comments keeps remarks on the document and its drafts as threads. Write a comment and, under People to tell, name colleagues; anyone named who may read the document is told. Then:
- Reply adds to a thread that is still open.
- Resolve closes a thread and shows who did; Reopen brings it back. Open threads are listed first.
- Make a task raises a task from an open thread.
- Change and Withdraw edit or take back your own comment.
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Read next
- Upload 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.
- Court bundlesPut a matter's documents in the order a court should read them behind a cover and an index, with numbered pages, and file the result on the matter as one PDF.
- Ask a client for filesSend a client a link listing the papers you need, optionally behind a code, and accept or send back each file as it arrives on the matter.