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How to Upload & Share a Document [w/ VIDEO]
How to Upload & Share a Document [w/ VIDEO]

This article will teach you how to upload documents into MyCase.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

This article will teach you how to upload documents into MyCase. Documents can be anything from PDFs, images, spreadsheets, videos, sound clips, and more. You can upload unlimited documents into MyCase and store them for later retrieval.

From the dashboard, documents page, or quick add menu, click Add Document. Then, choose the first option for Upload one Document.

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You will be taken to the Upload Document window. There are two options that you have for uploading documents: Single Document Upload and Batch Document Upload. This help article will cover Single Document Upload, but you can learn more about Batch Document Upload.

The screen shot below pictures the Upload Document window. Let's take a look a closer look at it.

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Case Link - Select the case that you would like to associate the document to. The document will then be stored in the case file for easy retrieval. If you are uploading a more general document that shouldn't be associated with a particular case (such as a retainer agreement template, motion/pleading template, etc.), check the box for This document is not linked to a case. The document will be stored as a Firm Document. Learn more about Firm Documents.

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Folder Name - Now you have the ability to directly add a document to a folder. Select a case, and then you will have the option to select a folder within that case.

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Doc. Name - Enter a descriptive name for the document. This will be the name that is displayed for the document as it appears throughout MyCase.

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Assigned Date - This is the date associated with the document upon uploading. The date defaults to the day of upload, but this can be changed by clicking directly on the date.

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Source - Choose the file that you would like to upload into MyCase. You can "click to browse", or simply drag-and-drop the file into the grey box to upload it.

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Tags - MyCase uses a system called Tagging to let you easily organize and search documents. Apply tags to this document from here. Learn more about document tagging.
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Description - Enter a description for this document. This is optional. Please remember that this document description will be viewable by all clients and firm users that the document is shared with.
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Sharing - Choose the clients and contacts that you'd like to share this document with. When shared with certain people, the document will be available to them through their MyCase Client Portal. Learn more about Sharing Documents

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There are no storage limitations, so feel free to upload as many documents into MyCase as you'd like.

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You cannot upload individual files that are larger than 5 gigabytes. Currently, documents that are larger than 1 gigabyte in size will need to use to single document upload option. Drag and Drop and Batch document upload larger than 1 gigabyte are not supported at this time.

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