Overview
The Docs tab on the Case Details page stores all documents associated with a case, including orders and judgments uploaded automatically by Legistify, as well as any documents uploaded manually by your team. Each entry displays the document name, who uploaded it, and the upload date. You can also organise documents into folders for easier management.
Accessing Documents
Click the Docs tab on the Case Details page to view all documents for that case.
Downloading a Document
Click the download icon on any document entry to save a copy of that document to your device.
Sharing a Document
Click the email icon on any document entry to open the Select Document to Send panel.
Enter the recipient's email address in the Enter e-mail id field.
Select the documents you want to share using the checkboxes.
Click Submit to send. The recipient will receive an email with a secure link to the selected documents.
Uploading a Document
Click the hamburger icon (≡) at the top of the Legistify AI panel to open the Actions menu.
Click Upload Document.
In the Upload Document panel, fill in the following:
Document Type — select the type of document from the dropdown
Choose Files — select the file to upload. The maximum file size is 200MB.
Add Link — optionally add an external link to the document
Description — add any relevant notes about the document
Click Submit to upload. The document will appear in the Docs tab.
Folder View
You can now create folders within the Docs section to organise documents more effectively. Previously, all uploaded documents appeared in a flat list. Folders make it easier to group related files, navigate large document sets, and find what you need quickly.
How to Create a Folder
1. Go to the Case Details page and click the Docs tab.
2. Click the Upload Document button.
3. Select the Upload Folder option.
4. Enter the required folder details and upload your documents.
5. Click Submit.
Once created, the folder will appear below the document list in the Docs section. You can click on it to view and manage all files inside.
AI Tools for Documents
Click Ask AI on any document entry to run an AI-powered query on that specific document. You can also use the Translate Files and Summarise Files options in the Legistify AI panel to process all documents associated with the case.
Conclusion
The Docs tab keeps all case-related documents organised and accessible in one place. With folder support, uploading, sharing, and AI tools, your team and any external counsel always have access to the most current documents for each case, organised in a way that fits your workflow.