This page is under construction.
About Documents
The Documents page contains all the documents associated with the case. Documents can be created using a template, attached from your local drive, or added as an attachment from an email.
...
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.
...
The document will be opened in the default program, determined by your computer’s settings.
...
To open the menu visible in the image below, either right-click on the row or select the Action Icon 
.
...
Open
Opening a document opens the underlying file using your computer's default program for opening files of its type.
Copy
Copying a document brings up a panel allowing you to choose the case file to copy the document to; there are radio buttons allowing you to choose to copy the note to the same case, a related case, or a different case (which provides you a list of all cases).
Copy as PDF
Copying a document as a PDF creates a new document in the same case, whose underlying file is the copied file converted to a PDF.
Copy Internal Link
Copy without Metadata
Delete
Selecting Delete brings up a confirmation message (to prevent accidental deletion); clicking OK in the confirmation message deletes the file from the table.
Download
Selecting Download downloads the underlying file through your browser.
Download (rename)
Selecting Download (rename) opens up a file renaming panel allowing you to rename the file, then downloads the underlying file (with the new name) through your browser. Note that the name of the file in SmartAdvocate will not change, including the file extension, so it is strongly recommended that you not use this function to replace a file with another file of a different extension; this may cause the file to be impossible to open or read.
Edit Properties
Editing the properties of a document brings up the same panel for document details that Attaching an Existing Document does.
Emailing a document brings up the Case Email panel with the document's underlying file attached to the email.
Email/Shared
Experimental AI Create Summary
Extract Images from PDF
Related Documents
Scan for ICD codes
Send To Folder…
Send for e-Signature (AssureSign)
For additional information, refer to: AssureSign/Nintex (eSignature)
Send for e-Signature (DocuSign)
For additional information, refer to: DocuSign
Send for e-Signature (DocuBee)
For additional information, refer to: OnTask/Docubee (eSignature)
Show Versions
Task
Upload
Column Reference - Documents
...
Column Name
...
Column Description
...
Checkbox selector
...
Select multiple rows of the table for mass actions
...
Icon
...
An icon representing the type of document
...
File Name
...
The document's file name in the SmartAdvocate system, excluding the extension.
...
Description
...
A description of the document
...
Review
...
If the document's value to the case has been analyzed, this column will contain an icon indicating the results of the analysis; if the document has been reviewed, this column will contain a check-mark icon that, when hovered over, displays the name of the reviewer and the date and time of the review. The column can contain both types of icons.
...
Category
...
The document's document category.
...
Sub-Category
...
The document's document subcategory.
...
Date
...
The date and time that the document was created.
...
From
...
The case contact that sent the document.
...
Direction
...
Either Incoming, Outgoing, or Memo, depending on whether the document was sent from the firm, to the firm, or within the firm.
...
Created By
...
Who created the document
...
To
...
Who the document is going to
...
!
...
The priority level of the document
...
Origin
...
How the document entered the SmartAdvocate system. Among the possibilities are Attached, Generated, Scanned, and SA Email.
...
Action
...
A right-click icon. The right-click menu contains the options Open, Copy, Edit Properties, Email, Email Link, Download (rename), Download, Upload, Send to Folder, Share in Client Portal, and Delete. The option to Copy as PDF is also present for documents with a doc, docx, xlsx or xls extension. For emails sent from within SmartAdvocate, only Open, Email, Email Link, Send to Folder, and Delete are usable; the other options are greyed out.
Additional Column Reference - Documents
Additional columns are available for the Documents table.
Select LAYOUT.
Select Show/Hide Columns.
...
Column Name
...
Column Description
...
Actions
...
An action column containing either an open icon (for emails that were sent from within SmartAdvocate) or an open icon, a copy icon, an edit icon, and an email icon.
...
Comments
...
Any comments regarding the document
...
Created Date
...
The date and time that the document was added to SmartAdvocate. (This is slightly different than Date, which can be set manually at the time a document is added.)
...
Delivery Method
...
The method by which the document was delivered to the firm
...
Doc ID
...
Document Modified By
...
The user who modified document
...
Document Modified Date
...
The date document was modified
...
Document Path
...
Document Type
...
The document's document type. This column is based on the document's extension and the mapping defined in the Document Type Groups and Document Type Extensions picklists.
...
Extension
...
The characters after the period in the document's file name.
...
Folder
...
The folder in which the document has been placed. Folders can be used to characterize the nature or type of a document, to make it easier to locate. Right click on any document, or click on the Action icon, and choose Send to Folder to place a document in an existing folder or to create and place the document in a new one.
...
From Email
...
Global Doc ID
...
Legacy Type
...
An older classification of the document. Among the possibilities are Document, Email, Incoming Mail, and Scanned Document.
...
Lock
...
Properties Modified By
...
Properties Modified Date
...
Related Docs
...
Related To
...
Reviewed
...
Shared Globally
...
Shared In Portal
...
Whether the document is available in the Client Portal
...
Shared With Everyone
...
Related Pages
...