Simplify Client Communication by Using the File Management Feature of eCourtDate to Organize and Access Essential Documents Effortlessly.

Why Use File Management on eCourtDate?

File Management on eCourtDate allows you to efficiently organize and store important documents, making it easy to access and share files with clients whenever needed.

Prerequisites

To utilize the File Management feature, you need Super Admin privileges. 

How to Manage Files on eCourtDate

Click on Admin, then Files from the top navigation.

How to Upload Files 

To upload a file, click the "Choose File" button and then "Start Upload."

How to Search Files

You can search for specific files by their name or the user who created them. Also, you'll be able to locate files in the trash quickly.

How to Trash Files 

To delete a file, select the file you wish to delete, then click on the tools button and choose the option to move the file to the trash.

What to Expect

After following these steps, you'll have a well-organized collection of files on eCourtDate, accessible anytime. Managing files efficiently ensures easy access and seamless client sharing, streamlining communication and workflow.

Frequently Asked Questions

Question: Are there any limitations on file size or types for uploads?
Answer: eCourtDate may restrict file size and supported formats to maintain system performance. Common forms like PDF, DOC, DOCX, and images are generally supported, while large files might not be accepted.