Document Management
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 >...
Mon, 16 Apr, 2018 at 12:55 AM
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...
Mon, 16 Apr, 2018 at 12:56 AM
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 ...
Mon, 16 Apr, 2018 at 12:58 AM
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...
Mon, 16 Apr, 2018 at 1:02 AM
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...
Mon, 16 Apr, 2018 at 1:04 AM
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...
Mon, 16 Apr, 2018 at 1:31 AM
Now, you can view, download, and restore previous document versions from within Cosmolex for Dropbox, Box, and Cosmolex Native Storage App. When uploading ...
Thu, 26 Oct, 2017 at 10:01 AM
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...
Mon, 16 Apr, 2018 at 1:57 AM
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...
Mon, 16 Apr, 2018 at 2:15 AM