You can store documents and forms that you use across cases in My Library. These are your Global Files. But what about documents that relate to a specific case? Let's take a look at how ADR Notable can help you manage case documents using the sample Landmark Mall Development case.
Case documents overview
When you are in a Case, expand the Main Menu and select Documents or click on the Documents tab:
You will see three folders: Case Files, Files, and Retained Documents:
- Case Files are to store the documents related to the case that you are currently in. Everything in these folders will be completely and permanently deleted if you initiate the Secure Delete function at the end of a case. Read more about the secure disposition of your files.
- Files contains your global documents. If you have created other folders in My Library, they will also appear here; you will have access to all your global files via the Main Menu from anywhere in ADR Notable. Please note, however, that any global documents added to My Library after you have created the case will not appear in the Case Documents Files folder.
- Retained Documents is where you can store files that you don't want to delete when you initiate the Secure Delete function.
Uploading and managing case documents
Add a folder by clicking on the Create Folder button in the upper right corner. Then create as many sub-folders as you would like by clicking on the parent folder followed by the Create Folder button. In this example, Donna Parsons has created a folder for each primary party and one for documents provided by the architect, George Berg.
To upload a file to a folder that you have created, click on the relevant folder and select the Upload File button. Enter a name and description for the file you are uploading if you wish; this is not required. Click on the Select File button at the bottom. From here, you can copy a file using drag and drop or by navigating to the file location on your computer as shown here:
You can also upload documents from other sources:
There's more! ADR Notable can help you gather documents from participants in a case by enabling them to upload files directly to "their folders" for a defined period of time. Learn more about this feature in Requesting Documents in ADR Notable.