Each Document Overview page contains tabs at the bottom. These tabs provide access to additional information, including comments and versions of the document.
This article covers the following:
Depending on your client's configuration and your role assignments, you may not have access to all of these options.
Main Details on the Document Overview
The main details area displays high-level information about the document, including the object it is linked to, description, status, and document owner.
Click the file name to download the document. You can also go directly to the object the document is linked to (matter, invoice, etc.) by clicking under the Linked To section.
Using Document Actions
If you are the document owner, you have various actions you can perform in the upper-right corner of the page. Click this topic to learn more about document actions.
| Action | Details |
|---|---|
| Add Document | Click to add another document. |
| Edit Document | Click to make edits to the document. You will be unable to make edits to the Document Type or the object it is linked to. |
| Check Out Document | Click to check a document in or out. |
| Copy Document | Click to copy a document. The copy will retain the properties of the original document, including owner, category, document type, and object it is linked to. |
| Delete Document | Click to delete the document. |
Shared Tab
The Shared tab shows all users who have access to the document. This tab will only be visible if your client uses the Shared security feature. See this topic for more information.
Comments Tab
The Comments tab provides a place for you to communicate internally and with your client. You can add to, reply to, or edit comments within this section.
Adding a Comment
- Click on the Comments tab at the bottom of the Document Overview page.
- Click the Add Comment button. The Add Comment window opens.
- Enter your comment in the comment box. Use the formatting options if necessary:
- B: Bold the selected text.
- I: Italicize the selected text.
- U: Underline the selected text.
- Tx: Remove all formatting from the selected text. This is helpful if you are pasting text into the comment from another source.
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If you wish to tag a user, enter an Ampersand (@) followed by three characters to identify and tag a user. You can tag multiple users in a comment. Click the name to add them.
The tagged user will be sent an email notification with a link to the comment.
- Select an option in the Shared With field:
- Everyone - Shared with corporate client and law firm users who have access to the linked object.
- Internal Only - Shared only with law firm users who have access to the linked object.
- Click Save.
Sorting or Filtering Comments
Once you are in the Comments tab at the bottom of the Document Overview page:
- Click the arrow icon in the Comment column. This will rearrange the existing comments to display the most recent first.
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Click the Filter icon in the upper right hand corner. This will allow you to display comments made Before or After a specific date.
Versions Tab
The Versions tab on the Document Overview page shows information about any existing versions of the document.
Click the Download button in the upper right-hand corner to download an Excel or PDF version of the Versions tab.
Adding a New Document Version
If you are the document owner, you can add a new version.
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Click the +Add Version button. The Add Version window displays.
- Drag and drop a file from your computer into the blue box, or click Add to select the file from your computer.
- Add a comment to the document version if you'd like to indicate any changes.
- Select a status from the drop down (Draft, Under Review, or Final).
- Click Add.
The document is added to the Versions tab.
Viewing Information on the Versions Tab
| Column | Description |
|---|---|
| Version | Displays the document version number. |
| File Name | Displays the name of the document. Click the document name to download a copy. |
| Status | Displays the status of the document version. |
| Size | Displays the file size of the document version. |
| Uploaded By | Displays the name of the user who uploaded the document version. |
| Date | Displays the date the document version was uploaded. |
| Comment | Displays any comments added to the document version during upload. |
History Tab
The History tab on the Document Overview page shows all change events that have occurred on the matter since its creation.
You can view general information about the list of matter events and changes on the History tab.
| Column | Description |
|---|---|
| Event Description | Displays the change that took place on the document (e.g. Document Version Added, Document Created) |
| Event Date | Displays the date the change was made or the event happened. |
| Initiated By | Displays the user that performed the change or initiated the event. |
| Details | Displays specific details about what was changed or the event that took place. |