Add new Document

In the Documentation, we securely store documents such asuch as lawsuits, appeals, rulings, contracts, and other attachments related to law cases.

This chapter describes how to add document to Documentation.

Case summary For the legal dispute represented by the company Themis, the client has received a last notice document from the court. They want to store it in the Documentation. The following steps are required: Selecting Documents Adding a document to the Documentation Adding Connection

1. Selecting Documents

After logging into the PANTHEON Web Legal, the responsible person selects the module Documents from main menu.

This opens Documents list.

Hint To preview document select button.

In the next step, the user adds new Documentation.

2. Adding a document to the Documentation

The user wants to securely store the document in the Documentation.

This is done by selecting New document button in toolbar.

New document form is displayed.

To properly categorize the document, the user selects the appropriate classification in the Category field.

Hint The program PANTHEON Web Legal includes a classification plan tailored for storing legal documents.

In the Customer / Payer field, the user selects subject from Subject register related to the Document.

The user selects the Document date and, since it is the last court notice 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.

Warning In the documentation, we can store, among other things, Word, Excel, PDF, as well as audio files.

The document is saved in the Documentation, and a new document identification number is created.

3. Adding Connection

Documents in Documentation can be linked to a case.

The user links the document by clicking on the Connected panel.

In the Document link dropdown list selects law Case connected to the document.

By selecting the  icon, the document is connected to the case.

The document is saved by selecting Save button.

The document is saved and visible on the Document list.