- How to Assign Files to ClientsSend a file to one or more clients from the Send File card in the file editor, set a due date, and require an eSignature when needed.
- How to Generate Documents AutomaticallyUse Auto Docs to place merge tag fields on a PDF template, then generate or email completed documents for your agency records.
- How to Manage DocumentsUpload client documents from the Clients Documents tab, set the type, status and expiration date, then scan a file to extract text.
- How to Manage FilesUpload, organize, and share your agency's files in eCourtDate with folders, search filters, public download settings, and expiration dates.
- How to Send Files to ClientsSend a file to one or more clients from the Send File card in the file editor, then track every send under Clients and Sent Files.
- How to Verify Client Identity DocumentsCheck a client's ID against the identity record on file by attaching the scan, running Optical Character Recognition, and saving it.
Files and Documents
How to send and receive multimedia files and fillable forms through messages and portals.