EditPurpose
To upload documents from a computer into the LegalSuite database.
EditLocations Used
Documents
EditOverview
There are two ways to make a document available for entry into the LegalSuite electronic filing system.
1. Scan a document using a Scan Module, from either a local or remote site.
2. Upload a document on a computer using the LegalSuite application.
To upload files onto your computer to store in the LegalSuite database, make the menu selection
Documents⇒Upload Documents from the navigation bar.
 Upload Documents |
1. Document Group – Select a document group that this document applies to. For more information on what a document group is, refer to the section “Documents: Setup Document Groups”.
2. Branch - Select a branch for which to upload documents.
3. Document – Type the name, including the file path on your computer, of the document that you wish to upload into LegalSuite.
4. ADD FILE Button - If you do not know the name or file path of the file to upload, click on the ADD FILE button to bring up a file selection window. You can browse the files on your computer and make your selection through this window.
5. Click on the SUBMIT button to upload the file you specified. Once uploaded, it will appear on the Pending Process List when you process the document. Refer to the section “Documents: Process Documents” for more information on this topic.
6. Once you select the SUBMIT button, the Upload Status area will indicate the status of the upload as the file is uploading.