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 > Firm Settings > click Apps > Cosmolex Native: Turn ON

Once this is turned on, go to Firm Preferences > Default Document App > Choose Cosmolex Native Storage and click Save.

To Start Managing in Documents:
  • In Matter Details or Activities > click Documents tab
    You will know when native document storage is enabled, by seeing a tab section called "Cosmolex" in the left panel where your matter folders are shown.

  • You are now ready to add files from your computer into the native document storage.