What Is File Sharing?
- Accessing File Sharing
- The Deal Room Options in Matter History
File Sharing Setup
- Amending the Access Template
- Ticking the Relevant Options
Publishing Documents
- Publishing From the Matter History
- Client & Associate Permissions
- Viewing Published Documents in the Matter History
Accessing Documents
- The File Sharing Tab
- Document Options on the File Sharing Page
Checking Out Documents
- Checking Out a Document
- Checking In & Undo Options
- Amending the Document
- Checking the Document Back In
- Check In Comments
Finalising Published Documents
- Finalising Documents
- Unfinalising Documents
- Unpublishing Documents