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Utilizing the "Additional Storage" Feature in the Litigation Module

A guide to using the additional storage feature in Legistify's litigation module to manage and store case-related documents and files.

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Written by Mansi Rana

Overview

The Additional Storage feature in the litigation module offers a robust solution for storing and organising supplementary files and documents related to your cases and other important materials. Integrated with a cloud-based storage system, this feature ensures that all relevant materials are accessible, securely stored, and well-organised.

Purpose of the Additional Storage Feature

The Additional Storage feature enables users to store and manage extra files and documents within a secure cloud environment. This capability ensures that all case-related and important materials are easily accessible and organised, enhancing overall efficiency and collaboration.

Key Features of the Additional Storage

Cloud Storage Integration

  • Secure Environment: The litigation module integrates seamlessly with a cloud storage service, providing a scalable and secure space for your files.

  • Accessibility: Users can access stored files from any device with internet access, ensuring flexibility and convenience.

Storing Additional Files

  • File Uploads: Users can upload various types of files, including documents, images, videos, and audio recordings.

  • Types of Files: Legal documents, evidence, correspondence, research materials, and more.

Folder Organisation

  • Create folders and subfolders to organise files systematically.

  • Customise folder structures to meet the specific needs and workflows of your legal team or individual users.

File Management

  • Rename, download, view, or delete files and folders as needed.

  • Set permissions to control who within the organisation can view, edit, or manage specific files and folders.

  • Restrict access to certain users or groups to ensure sensitive information is protected.

Benefits of Using the Additional Storage Feature

Centralised Document Management

Keeps all case-related documents in one place, making it easier to manage and access them.

Security and Compliance

Ensures that files are stored securely with proper access controls, helping to comply with legal and regulatory requirements.

Scalability

Provides ample storage space to accommodate growing volumes of documents without physical storage limitations.

Improved Organisation

Helps users stay organised with customisable folder structures and efficient file management tools.

Accessing Additional Storage in Codex (Vault)

Additional Storage is now directly accessible from Codex as the Vault. It is enabled by default for all organisations, so no configuration is required.

To use Vault in Codex:

  1. Click the + icon in the Codex prompt bar.

  2. Select From Vault from the menu.

  3. Browse and select the files you want to bring into the current Codex session.

  4. Type your instruction and submit the prompt. Codex will work with the selected Vault files alongside your prompt.

This means you no longer need to download files from Additional Storage and re-upload them to Codex — you can access them directly from within the AI workspace.

Summary

The Additional Storage feature in the litigation module significantly enhances its functionality by offering a secure, flexible, and efficient solution for managing and organising documents. With direct Vault access in Codex, files stored in Additional Storage are now part of your AI workspace, making it faster to analyse, summarise, and work with case materials without switching between sections of the platform.

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