Upload and organise documents
Folders, tags, stars, versions, the Recycle bin, and what happens to large scans.

Upload
- Click Upload files (1), or use the Documents tab of a case or client so the file is linked to it.

- Choose up to 10 files (3), a folder (1) and tags (2) such as bail, stay order.
- Click Upload. A progress bar shows how far it has got.
Large PDFs and photos are made smaller in the background so they open quickly on phones. Page count and readability are checked first; signed or password-protected PDFs are never changed. The original stays available for 30 days under Details → Download original.
Organise
- Folders (2): click + New. A folder can have one level of sub-folders, e.g. Civil › Stay orders.
- Star files you use often and archive old ones from the ⋯ menu (4). Both are listed at (3).
- Tick several files to move, archive or delete them together.
- Upload new version in the ⋯ menu keeps earlier versions in the file's history.
Recycle bin

Deleted files stay in the Recycle bin for 30 days with all their versions. Click Restore (1) to bring one back. After 30 days they are removed for good; only an owner or manager can remove them sooner.