The articles in this section outline documents in MyCase. Topics include uploading & sharing documents, eSignature, editing documents with Desktop, document organization with Drive, and more!
By Ben and 4 others5 authors31 articles
Updating MyCase Desktop
Firm Documents in MyCase Drive
Converting Documents to PDFs
Document Full Text Search
Bulk Sharing Documents
See when your client has viewed a document
How do I mark all documents as read?
What are Firm Docs?
Document Organization Overview [w/ VIDEO]
Document Migration to MyCase Drive- Existing Customers
Document Migration to MyCase Drive- New Customers
What are Case Docs?
Best Practices for Uploading Folders to MyCase
Upload by Drag and Drop
Linking All Firm Documents and/or Templates to a Firm User
MyCase Drive Guide
How to Use MyCase Drive
MyCase Drive FAQs & Troubleshooting
Searching and Filtering Document Tags
Document Tagging Overview
Document Trash Bin
Folder Organization Features
Multiple document upload (Batch Document Upload) and download
Document Automation Overview [w/ VIDEO]
How to Upload & Share a Document [w/ VIDEO]
MyCase Desktop Overview