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Document Management

Using Cosmolex Native Document Storage
Now in Cosmolex, you can add documents without having access to Dropbox or Box Application using Native Document Storage. To Set Up: Go to Setup >...
Thu, 25 May, 2017 at 9:54 AM
How to Utilize Document Management
With document management, you can add and organize your documents by matter. **You must first ensure you a linked to your cloud storage account. For instr...
Fri, 12 May, 2017 at 10:28 AM
How to Upload Multiple files in CosmoLex
Now in Cosmolex, you can upload multiple files into a matter folder regardless of which document app you're synced with such as Dropbox, Box, Cosmolex N...
Tue, 24 Jan, 2017 at 6:21 PM
How to Set Searchable Properties for a Document
You can attach properties to a document in order to make it easier to locate using the search function. You can use this function to locate documents either...
Fri, 12 May, 2017 at 2:46 PM
Using Search Options for Documents
In Cosmolex, you have the ability to search for documents by Create Date, Description, Document Number, From, ID#, Name, Type, Labels and To under the docum...
Thu, 25 May, 2017 at 10:03 AM
Tagging Documents to Category Labels
In CosmoLex, you have the ability to create and tag documents to specific categories such as pleadings, bills, responses, etc. Note: The category list i...
Tue, 28 Feb, 2017 at 9:38 AM
Manage Document Versions within Cosmolex
Now, you can view, download, and restore previous document versions from within Cosmolex for Dropbox, Box, and Cosmolex Native Storage App. When uploading ...
Tue, 9 May, 2017 at 9:49 AM
Editing Documents using Office Online
Would you like to be able to access, edit and save OneDrive documents all from CosmoLex using Office Online? You now have the capability to do so. To...
Tue, 9 May, 2017 at 9:50 AM
Migrating Documents from Dropbox to Native Document Storage
If you have documents in a DropBox account and wish to move them over to the Cosmolex Native Document Storage, here are the steps: First, go into your...
Tue, 9 May, 2017 at 9:53 AM