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 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.

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.