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 Dcoumentation.

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 Saving the Document

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

In the next step, the user adds Documentation to the Case.

2. Adding a document to the Documentation

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 listo of Case related Documents is displayed.

A new document is created by clicking on New button.

In the form, select the appropriate classification and add any other information about the file.

Attach the desired file.

After entering all the data, in the next step, the Document is saved.

3. Saving the Document

After entering the data, the Document is saved.

This is done by clicking the Save button.

The document will then appear in the document list.

In the following steps Events can be added to the Case, and Financials can be reviewed.