This article describes how to make use sharing features of documentation with xchangedocs for Automated Civil Litigation

Sharing or Serving a document

Sharing or serving a document with another individual begins by uploading the document in the xchangedocs workspace.  Highlight the file in the Files list and select the Upload & Share icon to initiate the process. 

When the Upload & Share window appears, users are prompted to: 

Drag and Drop, Paste the document(s) or click the Select Documents button. The document name will be presented which can be modified, if required. Select Recipient(s) from the available list. The names in the list are populated from the list of parties and contacts added to the file. Select the Notification Method. Click the Upload & Share Document button.  When the upload is complete, a confirmation will appear.  Click the Close button and the shared document will then appear in the xchangedocs workspace.