Discover Docket: How to Use the Documents Tab – Copy, Move, Share, Delete, and AI Actions скачать в хорошем качестве

Discover Docket: How to Use the Documents Tab – Copy, Move, Share, Delete, and AI Actions

This walkthrough shows exactly how the Documents tab works inside Discover Docket: what’s displayed in the list, how to activate the Action menu for a selected file, and how to copy, move, share, delete, download, and use JILL to summarize, research, or draft from the document you’ve selected. In this video, you’ll learn (as shown): What the Documents list shows for each file: client, matter number, case name, title, last edit date, created by, upload date, file type, and storage location. How to check the box next to a document to activate the Action button. How to copy a document into a different folder (e.g., General) and receive a confirmation. How to move a document anywhere in the folder structure (including subfolders) and confirm the move. How to share a document by entering an email address (the file is emailed to that recipient). How to delete a document (note: only super administrators can delete). How to download a document. How to use JILL on a document: Summarize, perform deep research on that document, and draft (e.g., memos or responsive documents) based on the selected file. Planned / “coming in future builds” (as stated in the video): Microsoft Office integration and e-filing. When incorporated, the list will also show: original creation date, versions, last edit by, whether it was sent to a client, the file date (when filed with the court), service dates (when served on opposing counsel/party), comment sections, and sharing tracking. 📌 Discover Docket – The all-in-one AI-powered legal platform for docketing, document management, legal research, and secure collaboration. Learn More & Book a Demo: www.discoverdocket.com Quick Tips: Select the checkbox to enable actions. Verify the recipient email before sharing. If Delete isn’t available, you likely don’t have super admin permissions. Use JILL’s Summarize first to get quick context before drafting. Keywords: Discover Docket Documents tab, copy document, move document, share document by email, delete document super admin, download document, JILL summarize, JILL research, JILL draft from document, legal document management, matter documents, law firm software, legal tech tutorial, AI for legal Hashtags: #DocumentManagement #LegalTech #DiscoverDocket