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Select Attach.
Drag & Drop files from your local drive or
Browse and upload.
Confirm the Uploaded Files.
Select the Date and Time.
Select the Direction.
Select the Deliver method.
Select the Priority.
Select the Search Sub-Category.
Select the Category.
Select the Sub-Category.
Select the Tags.
Select the Folder.
Select where the Document is From.
Select where the Document is To.
Select the Related To.
Select the Analysis.
Select the Reviewed Date.
Enter a Description.
If applicable, place a checkmark in the Append file name checkbox.
Enter any relevant Comments.
Select SAVE to add new documents.
Otherwise, select CANCEL to return to the previous screen.
Upload .ISO
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Select UPLOAD.ISO.
Select a Plaintiff and Provider.
Select CONFIRM to upload .iso.
Upload the .iso files.
Otherwise, select CANCEL to return to the previous screen.
Search
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Select SEARCH.
Search the Document Text.
You can use AND or OR for multi-word search. Phrases or words with wildcards should be in quotes.
Example: litigation AND (Unknown OR "John Doe") AND "measur*"Select SEARCH to search the documents.
Otherwise, select CLEAR RESULT to return to the previous screen.
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Document folders can be created within each case. Folders can be used to characterize the nature or type of a document, to make it easier to locate. Note that folders .
Folders are used for viewing purposes only; no actual folders are . Folders are not created on the user's or network drive.
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System Folders
Folders (called "System Folders") can be created by the firm's SmartAdvocate Admin, in which case they will be available for all users in every case. Documents placed in a System Folder by any user will be visible in that folder for all users.
User Folders
Folders (called "User Folders") can also be created by each user. User Folders will only be available to the specific user who created it, and only in the case in which the folder was created. Documents placed in a System Folder by any user will be visible in that folder for all users. Documents placed in a User Folder will only be visible in that folder to the individual who placed it in the folder, even if other users have created identical User Folders in their system.
Viewing Documents
To view documents in their Folders, click on the folder view button.
Double Click -click on the folder to see a list of the documents in that folder, which populates in the left side column. To place a document in a folder, or to move the document from one folder to another, right-click on the document or click on the action icon. In the dropdown, click on Send to Folder.
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Document folders can also be chosen when generating a document from a template.
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Functionality
Double-Click
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