Managing My Library

My Library is a place for you to keep your documents, clauses, checklists, and reports.  

You will find My Library in the Main Menu under My ADR Notable.  Let's take a look at each of the four sections of My Library.

1.  My Document Library

There are two tabs under My Document Library:  My Global Files and ADR Notable Files. 

You can upload and store those documents that you use in your practice in My Global Files.  Our fictitious mediator, Donna Parsons, has started by uploading her opening statement, her agreement to mediate form, her new client intake form, and her conflict of interest waiver form.  

To add a file to My Document Library,  you first select a folder: 

1. The Folder Actions menu will open on the right of your screen enabling you to create a folder, delete a folder, or upload a file.   
2. When you select Upload File, a window will open where you can attach a name and description for the file you are adding. 
3. After clicking on the Select File button at the bottom on this window, you will be able to upload a file from your computer or from Google Drive, OneDrive, Dropbox or a website URL (PDFs only).  The first time you do this, you will have to log in to the respective cloud site to create the link.

Here is what it looks like when Donna Parsons uploads an information sheet she gives new clients with directions to her office and parking information:

You will find a few documents pre-loaded in ADR Notable Files.  Do you have ideas for other documents we should include here?  Let us know!

2.  My Clauses

My Clauses is where you can keep a library of clauses that you routinely use in term sheets or MoUs.  You can organize these clauses by creating Categories.  When you add clauses from My Library to your term sheet, they will be grouped by these categories.  To add a new clause, select Create in the upper right corner.  Read more about creating and using My Clauses.

3.  My Checklists

ADR Notable has a robust Checklist feature that will help you to stay organized!  Checklist "templates" are created and stored in My Library, but the checklists themselves are accessed when you are in a case.  Read more about Using Checklists.

4.  System Reports

There are five different System Reports that you can generate to help you manage your practice.  When you run the reports from My Library, they will include only the cases that are assigned to you.  To see the same metrics for the entire firm, go to My Firm > Manage Firm > Display/Edit [for the appropriate firm] > Firm Reports.  Read more about the System Reports.

Where are my case documents? In addition to the Global Documents that are included in My Library, you can also upload documents that pertain to a specific case.   You can even request documents from any of the participants in a case and they can upload them directly to the case themselves.  Read more in Gathering and Storing Case Documents.