Tip #308 -How to Share Documents in SmartAdvocate with Individuals Outside of Your Office

An External Documents Share feature was implemented with 2022’s annual SmartAdvocate release. Those users on the SmartAdvocate Cloud or those firms that have allowed outside access to SmartAdvocate Server are able to share documents with others outside of the office (e.g., experts, consultants, etc.) that do not normally have access to SmartAdvocate.

Here's How To Share One Or More Documents:

• Select the desired document(s) on the Documents Page.

• Right-click on one of the selected items.

• Click “Email/Share” on the dropdown menu.

• Select “Share via Secure Link.”

   

• Set the desired expiration date and password.

• Select the recipient(s) for the document(s) to be “Shared With” if desired (currently you can only select a contact from the case). The contact(s) selected here will be listed as “Shared With” on the Shared Documents Page.

• Indicate on the available check boxes whether you would like to allow overwrite and/or new uploads to the shared documents link. (This is not necessary, but could be beneficial.)

• Enter a comment if desired.

If you click the “OK” button (without first clicking the “Copy Link” or the “Email Link” buttons), the dialog box will close and the document(s) will be listed on the Shared Documents Page.

• Click the “Copy Link” icon to copy the url for the shared documents to your clipboard. You may want to use this option if you want to email the document link and password separately.

• Click the “Email Link” icon and your email interface will open with the document link and password prepopulated in the body of the email.

Shared Packages can be managed on the Shared Documents Screen