Managing My Library

Watch the video to get a tour of My Library, the a place for you to keep your documents, clauses, checklists, and reports! 

The Library is where you can keep your Documents, Clauses, and Checklists, stored securely in the cloud, available to you wherever you have an internet connection.

Documents

In My Files, keep your documents that don't pertain to a specific case here.  You can create as many folders and sub-folders as you like.  See below for more information to learn about ADR Notable's innovative case files system that allows to store all your case materials in one secure place and enable participants in the case to upload their own documents per your request!

In addition to My Files, you can access files that pertain to everyone in your Firm, some documents that ADR Notable has made available to you, and, if you took a course with an ADR Notable Training Partner, your library of materials from that course, right in your workspace!

Where are my case documents? In addition to the 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.

Clauses

In the video above, you will have seen that the Clauses you upload into your LIbrary are what enables you to create formal or informal agreement documents, more quickly and easily than you can imagine!  Watch a video and learn more in the Knowledge Base article Creating a Term Sheet.

Just as with Files, you can have "My Clauses," clauses that you use firm-wide (great for things like payment policies), or clauses from your courses provided by an ADR Notable Training Partner.

Clauses are organized by using fully-customizable Tags, and you can create as many of these as you need.  When you are creating your Term Sheet, your Clauses will be grouped together by these Tags so can find them quickly and easily.

Checklists

Checklists are available to you wherever you are in a Case.  Simply click on the Checklists button in the upper right corner of any of the Case windows.

While Checklists are used within a Case, they are created and managed in your Library. Checklists are one of the most popular features of ADR Notable -- read more about Checklists here.