Add Document to the Case
The Cases can be supplemented with all related documentation, such as lawsuits, appeals, rulings, contracts, and other attachments.
The documents are securely stored in the Documentation.
This chapter describes how to add document to existing Case.
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Case summary
For the legal dispute represented by the company Themis, the client has received a court summons to respond to the lawsuit. After entering the Case the summons document is added to Documentation.
The following steps are required:
- Selecting existing Case
- Adding a document to the Documentation
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After logging into the PANTHEON Web Legal, the responsible person selects the module Cases and selects the Case to which they want to add a Event.
The Case is opened by clicking on the Internal No.
This opens a form Case Details.
In the next step, the user adds Documentation to the Case.
A case-related document, such as for example the court summons to respond to the lawsuit is added into Documentation..
This is done by selecting the Documents tab on the Case.
A list of Case related Documents is displayed.
A new document is created by clicking on New button.
In filed Category selects the correct classification for the proper categorization of the document.
The linked Case field is automatically filled.
The user selects the Document date and, since it is the court summons documenta, also selects the Doc. due date.
The selected document is added by clicking on the Add attachment button.
This opens the Explorer, where the user selects the file.
The document is saved in the Documentation, and a new document identification number is created.
The document is saved and visible on the Document list
In the following step the Case Financials can be reviewed.