Articles for Files and Documents
How to send and receive multimedia files and fillable forms through messages and portals.
Send files directly to clients with due dates, acknowledgment requirements, and signature requests so your agency can track exactly when documents are received, reviewed, and signed.
Design document templates that pull in client, case, and event data automatically. Auto Docs lets you schedule document generation and deliver the results by email, SFTP, webhook, or other channels, e...
Upload, validate, and manage client documents to maintain organized records, automate data extraction, and ensure compliance with document requirements across your agency.
The File Management feature in eCourtDate allows you to organize, store, and share important documents with your team and clients. Managing files effectively ensures that essential documents are alway...
Assign files to clients with due dates, require acknowledgment or e-signatures, and send automated reminders to ensure timely completion.
Upload and validate identity documents like driver licenses, passports, and Social Security cards to maintain accurate client records and meet compliance requirements.