Articles for Files and Documents
How to send and receive multimedia files and fillable forms through messages and portals.
Send 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.
Use Auto Docs to place merge tag fields on a PDF template, then generate or email completed documents for your agency records.
Upload client documents from the Clients Documents tab, set the type, status and expiration date, then scan a file to extract text.
Upload, organize, and share your agency's files in eCourtDate with folders, search filters, public download settings, and expiration dates.
Send 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.
Check a client's ID against the identity record on file by attaching the scan, running Optical Character Recognition, and saving it.