Upload documents and keep their versions

Upload

1. Open the matter, then Documents.
2. Drop files or a whole folder anywhere on the tab, or choose Upload. Each file shows its own progress, and a file that is refused says why without stopping the others.
3. Choose the folder, the kind of document (pleading, correspondence, agreement, evidence, invoice, identity, title document or other) and any tags.

Every document is filed against at least one matter or party, and numbered within its matter. One document can be linked to several matters or parties without a second copy.

The scan before it opens

Every upload is scanned for viruses on the firm's own deployment. Until the scan passes, nobody can download it.

• A clean file becomes available, its text is read for search, scanned pages are read too, and a preview is drawn.
• An infected file is kept out of reach, you are told, and the firm's administrators are alerted.

Versions

A new upload of the same document adds a version and never overwrites the last. The Versions tab lists them all with who uploaded each, when, its size and comment. Restore copies an old version forward as the newest; it never rewinds history.

Locks

Choose Lock before editing a file offline, so nobody else uploads over your work. Others see who holds the lock and since when. An administrator can release a lock, and the holder is told.

Downloads and access

Downloading asks the system for a link that works for fifteen minutes at most, after checking your access and any wall. Every view and download is recorded on the document's Access tab. A document marked partners only stays closed to anyone without that permission, even on a matter they can open.

Deleting

Deleting a document needs its own permission and a reason. The document moves to the deleted records, where it can be restored; it is destroyed only at the end of its retention period.