The ‘Add Document’ button enables users to upload a file to Equinox and record additional details about the file e.g. what user to assign the document to or the document status.
- Open a case within Equinox
- Click on the Documents tab
- Click ‘Add Document’
4. Select ‘Choose file’ and select the file from your PC
5. Record any additional details about the file
Field Name | Description |
Attorney/Fee Earner | This will automatically be the user that is the Attorney of the case the document is being added to. |
Folder | Assign the file to a folder category. This is used to help filter and locate documents on a case or within the system. |
Published Status | Only available for Outgoing Correspondence (see module on Outgoing Correspondence) |
Filing Status | Only available for Outgoing Correspondence (see module on Outgoing Correspondence) |
Title | Add a name for the document. This will default to the name of the file, if left blank. |
Attention of | Select a user within the system to assign responsibility for the document. |
Status | Select a status (Unread/Outstanding/Complete) |
Date | Record a date. This will default to today’s date. |
Locked (Hidden from Client Access) | When this option is ticked, the document will not be visible within the Client Access system. This will be ticked by default. (Please see the module on System Configuration for more information on the Client Access portal). |
Notes | Record any additional information about the file that is being uploaded. |
Note: The able above outlines the default fields available. It is possible to create custom fields to record information about documents. This is configured under System > System Customisation > Custom Fields > Documents. For more information on how to set these up please see the module ‘System Configuration’.
6. Click ‘Upload’ to save the file to the Documents tab of the case.