Set Up Document Storage
You can store an unlimited number of documents in the application’s native storage, with each document having a 100MB maximum file size.
Document Storage
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Upload Documents
Once you have set up your document storage solution, you can manage your documents from the application.
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Rename a Document
You can rename a document you uploaded to the application’s Documents section.
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Manage Attachments
When you attach a document to an item (such as time card, expense, invoice, etc.), the application automatically creates an Internal Documents sub folder in the matter’s folder and stores your attached documents within it.
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Add Search Properties to a Document
You can add document properties to make it easier to locate when you use search filters.
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Delete a Document
Deleting a document in your application will also delete it from your external storage solution.
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Bulk Document Folder Creation
If a matter has already been created and you are integrating with a Document App (Box, CosmoLex, DropBox, Google Drive, LexShare, OneDrive, OneDrive for Business), the folder creation feature allows you to create matter document folders in bulk. You will be able to view a report of all the matter folders created during the process.
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Document Storage Integrations
If you are using one of our document storage integrations, it will be helpful to understand how the syncing process works and where limitations exist. Folders Once you complete an app integration (OneDrive, Dropbox, Box, etc.), Rocket Matter adds a folder to your cloud storage account within which you will find your Rocket Matter matter folders …
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Edit Documents in Office 365
When you integrate your account with OneDrive, you can access, edit, and save documents using Office 365. Edit Documents in Office 365 To edit documents in Office 365: From the left navigation panel, click Documents. From the left folder structure on the Documents screen, click the OneDrive subfolder you want to access. The documents stored within the folder display. …
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Integrate OneDrive/OneDrive for Business
You can forego Rocket Matter native document storage and integrate your document storage with OneDrive or OneDrive For Business. From this point forward, OneDrive will represent OneDrive and OneDrive for Business interchangeably. Important: The integration works with a single OneDrive account, so be sure to choose an account accessible to everyone in your firm who …
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Integrate Box
You can forego our native document storage and integrate your document storage with your Box account. Important: The integration works with a single Box account, so be sure to choose an account accessible to everyone in your firm who requires access. Enable Integration Step 1: Firm Level To integrate Box at the firm level: From …
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Download or Restore a Previous Document Version
You can download and restore a previous document version from within the application for Dropbox, Box, and CosmoLex Native Storage App.
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Integrate LexShare
You can forego your application’s native document storage and integrate document storage with your LexShare account. Important: The integration works with a single LexShare account, so be sure to choose an account accessible to everyone who requires access in your firm. Enable LexShare Integration Enable the LexShare App From the left navigation panel, click Setup. At the …
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Secure File Sharing and Requesting with the LexShare Integration
Users who opt for LexShare as their primary document storage solution can take advantage of the built-in electronic document-sharing feature within the application. However, it’s important to note a few key points: The secure file sharing is designed to work seamlessly with a single LexShare account. It is crucial to select an account that is easily accessible …
Secure File Sharing and Requesting with the LexShare Integration Read More »