The documents library in Practice

The Documents page gathers your matter and client files in one place, organised in folders and available to your team on any device.

Browsing the library

1. Open Documents from the side menu.
2. At the root you see one folder per matter plus General documents (no matter). Open a folder to see its documents and subfolders.
3. Switch between List and Grid with the view buttons.
4. To search use Search by document name…, or filter by Category, Originals only, Shared with client only or Archived.
5. Open any document to see its preview (PDF and images show inline; Word files are downloaded), versions, details and activity.

The second tab, Originals register, covers paper originals the firm holds (the register explained).

Documents also appear on the matter page and the contact page in a Documents panel showing the eight most recent.

Who sees what

• If the firm shows each lawyer only the matters assigned to them, you see only those matters' documents, and a note says so at the top.
• An accountant sees financial documents (category Invoice / financial) only.
• Permanent deletion is for owners and partners; everyone else can Archive a document and restore it.