This article describes how to track and classify documents with xchangedocs connected with Automated Civil Litigation
Tracking
Tracking the history of any shared document is accomplished by selecting the menu icon on the right side and then choosing Activity Log from the drop-down.
The Activity Log window will open to show the history of that particular document, including the date and time of the activity, as well as the name and/or email address of the individual who performed the activity. This data can be exported to Excel by selecting the button Export to CSV.
Classifying
When a document is received by a user which has not been previously ‘linked’ to an existing Matter, the xchangedocs window on the left navigation panel will indicate that there is an “unclassified” document. Click on Unclassified documents to begin the classifying process.
The user will see the name of the document, the sender’s matter reference, the firm (or individual) who shared the document, and the date. Click on the orange Classify document icon.
| This will open the CLASSIFY DOCUMENT window where users can choose to link the received document to one of their existing ACL Matters, or Create New Matter to which the document should be linked. Once the Matter is chosen, click on the Classify button to complete the link. |
| The classification process is required only once on the Matter as all subsequently shared documents will be automatically linked. Documents can also be re-classified to different Matters, if required. |
The classified document will then be displayed in the Matter Documents section of the xchangedocs workspace. From here, the document can be downloaded/saved.