Rename a Document
You can rename a document you uploaded to the application’s Documents section.
You can rename a document you uploaded to the application’s Documents section.
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.
Once you have set up your document storage solution, you can manage your documents from the application.
You can download and restore a previous document version from within the application for Dropbox, Box, and CosmoLex Native Storage App.
You can add document properties to make it easier to locate when you use search filters.
Deleting a document in your application will also delete it from your external storage solution.
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.
You can store an unlimited number of documents in the application’s native storage, with each document having a 100MB maximum file size.