This article describes the interface for xchangedocs within Automated Civil Litigation
When using xchangedocs in ACL, the interface will appear as shown:
- The xchangedocs notification window on the left, shows the number of recent documents shared and the number of Unclassified documents received once you have logged into xchangedocs.
- The xchangedocs tab within the Files list opens the workspace to display the xchangedocs activity.
- A new xchangedocs column indicates which files have xchangedocs activity.
- Select the Upload & Share icon in the xchangedocs workspace to initiate a document share.
- The Activity Log for a specific Matter can be accessed at any time. It contains a history of all documents that have been added, uploaded, and shared.
- Click the refresh icon to update the workspace to reflect all shared documents on a Matter.
- Additional options for managing a shared document are located within the menu on the right.
What do all of the icons mean?
- Green icons denote incoming shared documents.
- Blue icons denote outgoing shared
This can represent any of the following:
• A document that has no selected recipients but is an outgoing document.
• An incoming document that is not yet classified.
• A document that is uploaded for internal sharing.
An incoming document that has been classified. An outgoing document that was shared but not yet downloaded by the recipient(s). An outgoing document that was shared and downloaded by some, but not all recipients. An outgoing document that was shared and downloaded by all recipients.