Document Management System V2 - 2026
Overview You can upload documents to any case record either by dragging and dropping files directly onto the Files tab, or by using the standard upload but...
Tue, 5 May, 2026 at 3:23 PM
Overview The Folder Management feature allows you to organise documents attached to your cases into folders and sub-folders directly within the Files tab. ...
Thu, 16 Apr, 2026 at 3:47 PM
Overview The Files tab is available on every case record (Patents, Trademarks, Designs, and all other case types). It gives you a single, centralised place...
Thu, 16 Apr, 2026 at 3:47 PM
Overview The Check-Out / Check-In feature lets you lock a document so that only you can edit it. While a document is checked out, all other users can still...
Thu, 16 Apr, 2026 at 3:48 PM
You can use the global search to search inside a document and get results: Search supports several file types and has file size limits. If a ...
Tue, 5 May, 2026 at 3:13 PM