Effective file and folder management is the backbone of any successful legal practice. Lawcus is empowered with all advanced features to manage them as lucidly as possible. Let's understand them in Detail.
Steps to Create a New Folder
Go to
Matters, then open the desired client matter.Navigate to the
Files tab, then click on the+ Newbutton.Select the
New Folderoption.
Enter the folder's name within
Type a folder namefield, then clickCreateto complete the process.
Steps to Upload a Folder
Go to
Matters, then open the desired client matter.Navigate to the
Files tab, then click on the+ Newbutton.Select the
Folder Uploadoption.Select the folder from your system and click on the
Uploadbutton.You will see a
confirmation pop-upwith the number of files. Click on theUploadbutton to complete the process.
You can drag & drop a folder or multiple folders for a quick action as well. Ensure the path is correct before the drag & drop.
Steps to Upload Files
Go to
Matters, then open the desired client matter.Navigate to the
Files tab, then click on the+ Newbutton.Select the
File Uploadbutton. Note that you are uploading the files into the desired folder.Select a file or multiple files on the window and click on
Upload. Once uploaded, you will see theflash success messageon the screen.
Like the folder, you can also drag and drop a file or multiple files to directly upload them into the system.
Steps to Create Document from Template
Go to
Matters, then open the desired client matter.Navigate to the
Files tab, then click on the+ Newbutton.Select the
Document from Templateoption.Select the desired document template under the
Select Template optionand click onCreate a document from templatebutton.You will see the file in your list of files.
Steps to Download Files and Folders
Go to
Matters, then open the desired client matter.Navigate to the
Files tab.Click on the
Downloadbutton next to the+ Newbutton.Alternatively, click on the
Ellipsisbutton next to the File or Folder and select theDownloadOption.
When you click on the Download button next to + New button, it will download all files and folders of the matter and send you a download link via an email.
When you use the Ellipsis button to download a file or folder, it will download only the particular folder or file.
Steps to Delete a File or Folder
Go to
Matters, then open the desired client matter.Navigate to the
Files tab.Click on the
Ellipsisbutton next to the file or folder and select theDelete (Trash Icon)from the dropdown.Confirm
Yeswhen prompted to complete.
You have to delete files and folder individually and can't do this in bulk.
Steps to Move Files
Go to
Matters, then open the desired client matter.Navigate to the
Files tab.Click on the
Ellipsisbutton next to the file and select theMove Tooption from the dropdown.Select the
destination folderand click onMoveto complete the process.
You can always drag a file and drop into the destination folder for quick action.
NOTE: The Move To feature only applies to the same matter; you cannot move it to a folder in a different matter.
You can move only files and not the folders.
Steps to Rename a Folder
Go to
Matters, then open the desired client matter.Navigate to the
Files tab.Click on the
Ellipsisbutton next to the folder and select theRenameoption from the dropdown.Rename the folder within the
Type a folder namefield and click onUpdateto save changes.
You can only rename folders and not the files.
Share Folder with a Client User
Go to
Matters, then open the desired client matter.Navigate to the
Files tab.Click on the
Ellipsisbutton next to the folder and select theShare Folders' Filesoption from the dropdown.Toggle
Select Allto share with all users or toggle theparticular userto restrictively share access with client users.Finally, click on the
Sharebutton to complete the process.
To share a folder here, you must share the matter with at least one client user before performing this action.
Securely Share Files with a Client User
Go to
Matters, then open the desired client matter.Click on the
Attachment Iconin the message field and select and click onUploadto upload the file.
In the activities section,
hover on the fileand click on theShare Icon.
Toggle
Select Allto share with all users or toggle theparticular userto restrictively share access with client users.Finally, click on the
Sharebutton to complete the process.
Note that in order to share files with a client, you must first invite them to the Client Portal and share a matter with them.
FAQ Section
FAQ 1: Can I access all files on a firm-wide basis instead of just the files associated with a particular matter?
Answer: We don't have this functionality currently, where you can check all files on a firm-wide basis.
FAQ2: I'm running into a glitch when accessing a client file. What do I do?
Answer: It could be because the client is linked to one of the matters with corrupt data imported from your previous software. Clear the Browser Cache and retry again. If the issue persists, contact Lawcus support.
FAQ3: Can I preview uploaded files without having to download and open them?
Answer: We don't have this functionality currently, where you can preview uploaded files without downloading.
FAQ4: Can I restore a deleted file?
Answer: At the moment, we don't provide the capability to restore deleted files within our system. However, if you encounter any issues or need assistance, feel free to contact us at support@lawcus.com, and our team will be more than willing to help.