Document Management in CASENGINE

DMS

Currently, users can upload multiple documents at various steps in different modules. However, there is an easy way to manage all your documents along with their expiries.

To reach to this feature, please visit Left Navigation -> "Document Tracking"

You will see the following page

Somethings to notice:

1. You can upload new documents from this page to any 
   1. Company
   2. User
   3. Client
   4. Matter
   5. Case
   6. Project
      
      
2. You can find any documents using various filters like 

   FILTER TYPE	FILTER OPTIONS
   By selecting document status	All/Expired/Not Expired/Archived
   By selecting uploaded in	Client/Matter/Agreements/Case/Projects/User etc.
   By selecting the document category	General/Notices/POA etc.
   By selecting the keyword	Memo/Passport/Meeting etc.
   By selecting expiring in Note: Expiring in filter will only be enabled if you select "Not Expired" in the document status filter (first filter)	Today/Tomorrow/This Week/This Month etc.
   By Client Name	Select Client from the list
   By Matter Number/Description	Select Matter from the list
   By Case Number	Select Case from the list
   By Project Number	Select Project from the list
   By Judicial Assistant/Expert/External Lawyer	Select Judicial Assistant name from the list
   By Entering Free Text	Enter free text such as File Name

   
   
3. Perform row wise actions like
   1. Download the file
   2. Add/Replace the expired document like POA
   3. Archive the document
   4. Add Keywords to the document for better searching
   5. Move to related Client/Matter or Case with one click
      
4. Perform bulk options by selecting the checkbox in the last column and pressing the Actions button above the grid. You can perform 2 actions on the selected documents, that is to move them to related client/case/matter and add keywords example search all documents saved under category "Power of Attorney" and add keyword "POA" to search these documents with the word "POA"
5. You can also add more Keywords on the go by clicking the Create New Keyword button on the Add Keyword popup