How to manage your documents in App4Legal?

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

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.

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

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

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.

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

And 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.

Thank you!