Documents and document tools
How files are organized, prepared, stamped, routed, generated, searched, and connected to the case work they support.
On this page
Before you start
- Access to the destination case or Library area.
- A readable source file in a supported firm workflow.
Typical workflow
- 1
Open the destination case or Library location before adding a file.
- 2
Choose the correct folder, use a recognizable filename, and confirm the matter and document date.
- 3
For generated or received work, confirm the configured destination and the production settings that apply.
- 4
Monitor the Upload Tray when several or larger files are being prepared.
- 5
Preview the file, review available document actions, and add notes or labels when the firm uses them.
- 6
Confirm that the file is searchable or otherwise ready before relying on document-content search or Jane.
Case folders and firm templates
Case-type folder structures can include nested folders, dynamic names, protected locations, and designated destinations for email, messaging, fax, billing, signatures, or generated work. Use the configured structure so people and supported workflows can find the expected destination.
Upload and ingestion
Files and folders can be added to an authorized matter or Library destination. Confirm the destination, filename, document date, and matter, and use the Upload Tray to monitor larger or multi-file work while preparation continues.
Search and filter case documents
Document search can focus on the current folder or the full case and can be narrowed by supported field, match behavior, file type, date, folder, or Hot Docs status. Filename matching and document-content readiness remain distinct signals.
Library views
The firm Library separates Library documents, browsable case documents, and a flattened firm-wide file view. Search and available attorney or file-type filters help users move from the broad collection back to an authorized source record.
Single-file actions
Depending on file type, access, and configuration, actions can include preview, download, controlled sharing, Office editing, redaction, audio transcription, conversion to PDF or searchable PDF, rename, move, copy, delete, and adding or removing Hot Docs status.
Bulk document work
Selected files can support available bulk download, movement, deletion, advanced merge, Bates stamping, and Hot Docs actions. Review the complete selection and output order before starting a destructive or generated-file operation.
Document production and stamping
Authorized users can prepare supported merges, sequential Bates labels, and plaintiff, defendant, or neutral exhibit identifiers. Firm administrators can configure approved artwork, identifier placement, and number color by case type. Review page order, label sequence, artwork, and the generated output before use.
Configured document destinations
A case-type folder can be designated for each supported email, messaging, fax, billing, or signature workflow. Confirm the destination during configuration and inspect returned documents in the case rather than assuming the handoff completed.
Controlled sharing
File and folder links can be time-limited and may support password protection or recipient upload when enabled. Confirm the exact scope, expiration, recipient, and upload permission before sending a link outside the firm.
Generated and edited documents
Documents created from templates, reports, invoices, signatures, or Jane—and documents edited through an available Office workflow—should be reviewed in their returned case location. Generation or synchronization does not imply legal approval.
Searchable-source readiness
A file can exist in the case while its text is unavailable, incomplete, or still being prepared. Confirm readability and searchable status before relying on content search, extraction, or Jane.
Keep in mind
- A file can be stored successfully while text preparation is still underway or unavailable.
- Available actions depend on file type, permissions, and the enabled firm configuration.