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.

Templates

The templates button provides a link to the Document Templates page. https://smartadvocate.atlassian.net/wiki/pages/resumedraft.action?draftId=2132443148&draftShareId=453e2da4-900a-49c0-8c0e-2600aeaf6114

Attach

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

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

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.

Preview Panes

About Preview Panes

This area allows you to view the contents of a document without actually opening it. You can change the relative size of the preview pane and the table of documents by dragging the border between them to a point of your choosing.

Most files will be visible in the preview pane, but not all file extensions are supported.

Additionally, different files are handled slightly differently by the preview pane.

Image files will automatically scale to be as large as possible while fitting entirely inside the pane.
The text in text-based documents will shift to fit horizontally in the pane, though this may cause a need to scroll vertically; images embedded in text-based documents will not be scaled at all, so it may be necessary to scroll vertically or horizontally to see them in their entirety.
PDF documents will not be scaled at all.

Open Bottom Panel

Open Right Panel

Open Folders View

About Folders View

Document folders can be created within each case. Folders can be used to characterize the nature or type of a document.

Folders are used for viewing purposes only. Folders are not created on the user's or network drive.

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 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 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.

A panel will open that will allow you to either create a new folder (by simply typing the name of the new folder) or select one of the folders available in that case (both User and System Folders will be listed). Click on Update to move the document to the folder.

Document folders can also be chosen when generating a document from a template.

Functionality

Double-Click

To open a document, double-click on the row.

The document will be opened in the default program, determined by your computer’s settings.

Right-click on row or Action icon

To open the menu visible in the image below, either right-click on the row or select the Action Icon .

Documentation

Documents