Objectives

• Upload Documents
• Create Folders
• Generate Documents

Steps

Docs Module is the space where you can find all uploaded files or templates that you might use in your Law firm. It is like google drive for the App4Legal system.

In this module you can:

• Upload File
• Create Folder
• Generate Document
• Edit Files using Document Editor
• Integrate with DropBox

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To Upload a file to Docs, you need to specify the document type and status, and  click on Choose File, select the file from your own device then click on Save.

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To Create a Folder, you have to type the Name of the folder based on your requirements, then click on Save.

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To generate a Document, you have first to choose a template (already uploaded to Docs) from the drop-down list.

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Once the template is selected, it will take automatically the values from the system. You can download the report or send it to the client.

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Also for the files in the list, from the actions wheel you can preview, download, rename, delete, show it in the advisor portal.

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• Create or Upload Files/Folders
• Manage the Attachments ( Edit, Track, Search, Set privacy...)

Steps

App4Legal Documents, which is the section that comprises all the Documents you stored in App4Legal, now supports all Office 365 functionalities. This means users can access their documents, edit them in real time, share, and more directly through App4Legal.  

Therefore, you can start by creating New Folders, Word Documents, Excel, and PowerPoint. 

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You can either drag and drop or upload files and folders as well.

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Once your documents and folders have been added, you can modify them as needed.

The File/Folder can be managed by simply selecting the attachment you want on the grid, and all the actions will be visible at the top of the page.

You can Rename, Move, Open, Delete, Share, and much more.

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Files could be opened either using word for the web or App4Legal Editor a tool that allows users to directly open and modifies different files (Word, Excel, PDF, PowerPoint, etc..). 

The Editor will automatically upload a newer version of the document into App4Legal after saving. You can then see the list of versions this document has, the user who added each version, and the date and time, and you can click on any older version to download it.

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In addition, the smart search tool allows you to search for any document. The search will return all files and folders related to the word you added in the search box.

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Folders can also be made private so that only specific people with access can open them.

Therefore, select the folder and choose "Share with" from the options on the top. 

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Add the recipients, the users who will give the access, specify the permission as Editor or just Viewer, and choose Restricted access.

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Moreover, App4Legal 360 Docs is an all-in-one smart and searchable, central repository embedded in App4Legal. It is used to store all your personal and shared documents on App4Legal and on other Cloud Document Management Solutions such as Google Drive, One Drive, Dropbox, and SharePoint. 

Note: You must first enable the integration to use App4Legal 360 Docs. Learn more hereAnd from the small icon on the right side of the file name, you can edit the file automatically by using the document editor.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

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