Matter Dashboard - Documents

MatterAlert has built-in feature to allow users to upload matter-related “Key Documents” and keep it centralized. Uploaded documents are then accessible to the matter team who have access to the matter dashboard to download, view, or attach the document to events or tasks. MatterAlert can also be integrated to Document Management Systems (DMS) such as: 

• iManage 
• NetDocuments

When MatterAlert is integrated to a DMS System, the user can view, search for, and attach documents from the “Matter Workspace” set up in DMS. The actual document remains in DMS for security purposes, and only a link to the document saves in MatterAlert, allowing the user to view/open the document directly from DMS (based on their access rights). 

Depending on how the MatterAlert document repository is configured, uploaded/attached documents save in MatterAlert in various ways. Here are the different document repository configurations:

• Database: A copy of the document saves in the MatterAlert Database. This will increase the size of the database as more matters and documents are uploaded to system.
• Microsoft Azure Storage: Uploaded documents save in a secure Azure Storage and a link to the document saves in MatterAlert.
• DMS: Uploaded/attached documents reside in DMS, and only a link to the document saves in MatterAlert.

Uploading / Attaching Documents

The user can upload documents from their computer anywhere from the screen where they see the “Attachment” section, such as the event and task add/edit screens. They can also upload documents from the “Documents Tab”. To upload document(s) from the “Documents Tab”:

• Click on “Attach a File” to expand it
• Simply drag and drop documents from computer or click on the “Select” button 
• Once documents are selected (or dragged and dropped), click on “Upload”
• Upon successful upload, the uploaded documents will be added to the list below.

Note: Document name is unique, and the system does not allow the user to upload a document with the same name twice, as to avoid duplication. 

 When attaching a document to an event or task, the user will be presented with a few choices:

• From Computer: This option allows the user to select one or many documents and attach it to an event or task. The system will prompt the user and ask them if they want to also add the uploaded document to the “Document Tab”. If they select “No” the system will attach those documents to the event or task but will not display them in the document repository (“Document Tab”) screen. 

• Link Existing Documents: If the document has already been uploaded to the system, the user can select this option to attach and link it. To attach document(s): 

1. Select them from the list by clicking on the checkbox beside the document name.
2. Press the “Attach Selected file(s)” button to attach them to an event or task.

Document Search

The user can search for and find documents both in the “Document Tab” or when trying to attach a document to an event or task. On the “Document Tab” screen, the “Filter” section allows the user to filter through the documents for convenience, given various filtering options including Name of the document, Description of the document, the dates the document were uploaded from and to, the dates the document spans from and to, any tags that may be associated with that document, and the user who uploaded that document.