Collaborate from Case File

Collaborate from Case File describes the process to create a "Shared" environment for sharing files between the collaborators and their clients.

 

To collaborate files:

  1. Go to the Search Case Page.

(Main Menu >> Case File)

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Search Case Page

 

  1. Locate the case file where the user wants to perform the Collaboration.  Enter a full or partial search text of the Case Number, Case Name or Law Firm Reference No. in the Keywords field.

 

  1. Click Search.  Search results will be displayed below.

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Search Case Page - Search Results

 

  1. Click the Case No link of the case to view. The Case tab information will be displayed.

 

  1. Click the Documents tab of the selected case to view the case documents.

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Case Documents

 

  1. Click Collaborate. The Step 1: Describe Page will be displayed.

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Step 1: Describe Page

 

  1. Enter the shared folder name in the Name of the Share field.

 

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Name of Share field only accepts alphanumeric characters and does not accept special characters or symbols.

 

 

Continue: Collaborate from Case File