CaseConnect stores all matter documents in one place, organised by folder, with full version history, tagging, and search.Accessing DocumentsMatter documents live in the Documents tab of each matter. Click on a matter and select Documents to see the docum ...
Documents are organised in folders within each matter. Your firm may have a standard folder structure set up via a Document Folder Template — for example:📁 Client Correspondence 📁 Court Documents 📁 Contracts and Agreements 📁 Financial Documents 📁 ...
Go to the matter's Documents tab.Click New Folder.Enter a folder name.Click Save.
Documents generated from templates (via Document Generation) are automatically saved into the matter's document library. See Document Generation for details.
Go to the matter's Documents tab.Navigate to the folder you want to upload into.Click Upload Document (or drag and drop files onto the folder area).Select the file from your computer.Optional: add a description and tags.Click Upload.Supported file types i ...
Download the documentPreview supported file types in the browserEdit details (title, description, tags)View version historyShare the document with a linkSee the audit trail — who uploaded, downloaded, or edited the document and when
From the matter Documents tab you can select multiple documents to:Download as a ZIP fileMove to a different folderDelete (soft-delete — can be recovered by an Admin)
CaseConnect keeps a version history of uploaded documents. If you upload a new version of an existing document:Open the document detail page.Click Upload New Version.Select the updated file.The previous version is retained and accessible from the Version ...
Tags make it easy to filter and find documents within a matter. To add tags:Open the document detail page.Click Edit Details.Add tags in the tags field (e.g. "Signed", "Court Bundle", "Draft", "Client Copy").Click Save.
Use the global search bar to search across all documents your firm can access. You can search by:Document titleTagsMatter referenceUploaded byWithin a matter, use the filter or search within the Documents tab to narrow down by folder, tag, or name.
To share a document with a link (e.g. for external sharing or review):Open the document detail page.Click Share.A secure link is generated.Copy the link and share as needed.Share links have an expiry date. Check your firm's settings for the default expiry ...
For matters requiring a court bundle or document pack, CaseConnect can compile multiple documents into a single PDF bundle. See PDF Bundles for details.
Naming conventions: Consistent naming makes searches faster. Consider a firm-wide naming convention like YYYY-MM-DD_Description_Version.Version control: Always upload a new version rather than deleting and re-uploading, to preserve the audit trail.Folder ...