For video demonstrations visit our YouTube channel.

ADDING CASES TO ACCOUNT AND USERS TO CASE

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. Select Users from the navigation panel. 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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ADDING PLEADINGS TO CASE

Upload a new pleading

Choose a case. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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. Select Pleadings from the left navigation panel. 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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ADDING FILES TO CASE

Add a Folder Template

Choose a case, select Files on the left side. At the top of the screen select Folder Template. Choose a template that suits what you will be using for production of your and organization of your files. If your template is not available, you can manually create one by creating a new root folder, and several sub-folders inside of it for an index that suits your better.
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Add a new root folder

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

Choose a case, select Files on the left side. 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 Files on the left side. 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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Delete a single file

Choose a case, select Files on the left side. You can click the trash can icon next to the selected file on the index. Optionally, you may 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.
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Delete bulk files

This feature is coming soon.
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Moving files to another folder

To move files to another folder, you may simply drag a file from one folder to another one at a time. If you would like to move multiple files, select all the files you would like to move, and use the –Select Action– drop down menu at the top of the page. Navigate the folder template by selecting the arrows into it’s sub-folders and select the folder the files will be going into. Left click the target folder so it is highlighted in green and select Continue.

Bulk replace reference fields (Ref 1, 2)

Choose a case, select Files on the left side. Use Toggle all folders opened/closed to expand or contract the file tree. Locate the file(s) you would like to replace the Ref 1 and Ref 2 fields for and click the check mark box to select them. Use the dropdown menu at the top of the page and select Add or Replace User Ref 1 or 2. For each field type in what you would like your reference field to be and select Save. If you would like to clear the Ref 1 or 2 fields, click the checkmark box labeled “Blank user reference“.
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NEEDED DOCUMENTS INDEX

Needed Documents Index

Choose a case, select Files on the left side. At the top of the page, select the tab Needed Documents. The file tree or Folder Template will be the same as the normal Files section. If you are familiar with the Files section of the Vault, the Needed Documents section will be very similar and straightforward.

Add a Needed Document

Choose a case, select Files on the left side. At the top of the page, select the tab Needed Documents. The file tree or Folder Template will be the same as the normal Files section. To add a Needed Document, click the icon with sheet of paper with a question mark. Enter a name and code for the document and then click Save.

Edit a Needed Document

Choose a case, select Files on the left side. At the top of the page, select the tab Needed Documents. The file tree or Folder Template will be the same as the normal Files section. To edit a Needed Document, click the icon with the pen an paper. You can edit the information and then click Save when you are done.

Delete/Remove a Needed Document

Choose a case, select Files on the left side. At the top of the page, select the tab Needed Documents. The file tree or Folder Template will be the same as the normal Files section. To remove a Needed Document from the list click the trash can icon and type in the word YES to confirm the deletion.

Upload a Needed Document

Choose a case, select Files on the left side. At the top of the page, select the tab Needed Documents. The file tree or Folder Template will be the same as the normal Files section. Click the icon with the upward pointing green arrow for the specific file that you are uploading for. Drag and drop (or click to browse your computer) to upload the file. Then click Save when finished. After uploading the file will no longer be a Needed Document, and will be transported to the Files section as a normal accessible file.

Combined File+Needed Index

Choose a case, select Files on the left side. At the top of the page, select the tab File Index (combined). The file tree or Folder Template will be the same as the normal Files section, but will contain both accessible files and Needed Documents. Needed Document will be in red text, and won’t have a reviewed status.
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Printing a Needed Documents Index

Choose a case, select Files on the left side. At the top of the page, select the tab Needed Documents. The file tree or Folder Template will be the same as the normal Files section. If you are preparing an exhibit, you may search and filter your results for a specific code, such as HMAND (for Mandatory documents) or other specified code you may have created. After filtering, click the button at the top Print Current Index. You may add a header to the document to specify this is a missing documents list. You may print from the index from that screen by pressing Ctrl+P.
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USING AND ADDING CODES, STATUSES

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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Statuses

One of three status codes given to a file:
Reviewed – When an Account Administrator (professional) uploads files they will come in with the reviewed status to indicate that the file name is descriptive of the file contents.
Pending – When a client uploads files, or when files come to you in a transfer, they will be marked pending. When you verify that the file contents match the file description you can change the status to reviewed. More on how to edit here. (See: Edit file information)
Rejected – If the file and contents do not match you have the option of changing the file name to match the contents, or you can select the rejected status and instruct your client by outside email to correct the items they see on the list marked rejected.
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Add Multiple Codes

Choose a case, select Files on the left side. Use Toggle all folders opened/closed to expand or contract the file tree. Locate the file(s) you would like to add Codes to and click the check mark box to select them. Use the dropdown menu at the top of the page and select Add Codes. Click the +Add button and select all of the codes you would like to add to the files. You may also create a new code for the files here. Then click Save and Continue, and then finalize your changes by clicking Save.
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TRANSFERRING AND DOWNLOADING FILES

Transfer files in a vault to a third party

1. Choose a case, select Files on the left side.
2. Click the check mark box next to each file you would like to transfer (or if you select a folder, all files in the folder will be in the transfer)
3. Use the dropdown menu at the top of the page and –Select Action– to Transfer to Another Vault.
4. Enter the email of all recipients, click “Add Recipient” for each, and select Submit Transfer Request.
5. Your recipient will receive an email instructing them to access the transfer and you will receive an email when they do so.
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Receive transfers

1. You will receive an email with log in instructions.
2. You will be guided to associate the transfer with an existing case or new case.
3. After the case is set up you will be automatically taken into the Transfers section of that case.
4. There are instructions at the top of the page to assist you with moving the files into the files section of the vault where you can utilize the vault to access the files for the duration of the case.
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Download a single file

Choose a case, select Files on the left side. Select the icon with the green downward pointing arrow next to the selected file to download. If the file is a PDF, it will open in your browser. Once the file is open you can right click to save or print.
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Download bulk files

1. Choose a case, select Files on the left side.
2. Click the check mark box next to each file you would like to be in the download (or if you select a folder, all files in the folder will be in the download)
3. Use the dropdown menu at the top of the page and select Download Selected Files.
4. Enter the email of all recipients, (we suggest you “Add Self“to the download) and select Submit Download Request.
5. You should receive two emails: the first email will give you a password and tell you your request is in process; the second email will provide you a link to the download. The second email also has additional instructions on how to access the files. You will be unable to access any of the documents in the zip file without the password from the first email. See YouTube tutorial on how to send files.
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For video demonstrations visit our YouTube channel.