Upload Document

You add external files – such as scanned mail, a letter from the opposing side, or a PDF from the client – directly to the relevant case file. From then on they’re part of the correspondence and available for workflows, deadlines, and templates.

Prerequisite

You have opened the case file you want (see The Case File) and are on the Documents tab.

Step by step

1. In the action bar above the document list, click Upload.
2. The Upload Document window opens.
3. Click + Select file and choose the file from your device.
4. Confirm the upload. The document is added to the case file and then appears in the document list.

After uploading

The new document appears in the list with received date, direction, and status. As a rule, DEPLAW automatically categorizes incoming documents and assigns matching tags – this step can be controlled via document classification. You can then adjust title, direction, and classification directly on the row.