This article shows how to use all the features of document services within xchangedocs for Automated Civil Litigation

Upload a New Document

Select the Upload & Share button located on the menu bar. More than one document can be selected to be uploaded at a time, with the option to update the document description. Once the documents have been uploaded successfully, they will be shown in the xchangedocs tab.

As part of the upload process, you have the option to select which Recipients you want to send the document to. Do not select any Recipients if you only want to upload the document to the matter for internal sharing. Uploaded documents can be shared at any time.

Sharing an Existing Document

An existing document can be shared to additional recipients. To do this, select the document and then choose Share from the menu located to the far, right side. 

In the Share window, select the recipients you want to share the document with, and select the Notification Method.

Once shared successfully, a new icon will appear in the Share By/With column displaying the number of recipients to whom the document has been shared with.

Additional details of the document share can be found by selecting More Details from the menu on the right, or by accessing the Activity Log.

Revoke a Shared Document

A shared document can be revoked, at any time, by selecting the Revoke Share option from the menu on the right. Once revoked, the recipient will no longer be able to access the document in xchangedocs.

**The revoke feature will always work, however, if a recipient has already downloaded the document, they may have a saved copy available to them. As well, a recipient’s access should be revoked before deleting a document otherwise they may still be able to access it.**