When you open your case, you will see a Files page. Case files are displayed in the file area on the left-hand side of the page.
You can:
Add Files
There are two ways to add files to the case:
- Drag and drop files or folders from your device into the file area
- Click Add File at the bottom of the file area to select files or folders from your device.
The files are added to the case and displayed in the file area.
NOTES:
- When files are uploaded to the app, the OCR’d PDF files are indexed for search functionality. If a PDF file is a scanned file that has not been OCR’d, then it will not be indexed.
- Built-in OCR is a future feature.
Edit Mode
You can put the file area in edit mode so that you can remove files from the case, move files, and edit folder properties.
Click Edit at the bottom of the file area.
The file area is put in edit mode. Selection boxes are available for the files and folders, and edit tools (Move to and Delete) are available. Click Edit again to get out of edit mode.
Remove Files
To remove files from a case, put the file area in edit mode by clicking Edit at the bottom of the file area. See Edit Mode.
Select the files and/or folders you want to remove from the case and click Delete. If a folder is selected, all the files in that folder will be removed from the case.
NOTE: The files are removed from the case and no longer show in the app or in the casefiles folder on your device. The files are NOT deleted from the original location on your device.
Organize Files
To help organize your case files, you can add folders to the file area.
Add Folder
Click Add Folder at the bottom of the file area.
Enter a name and select a color, then click Save.
The folder is added to the file area.
You can add new files to the folder by opening the folder and adding new files using drag and drop or the Add File button. You can also move existing case files to a folder. See Move Files.
NOTE: The files in the folders in the app are shown in the casefiles folder on your device, but the folder structures are not.
Edit Folder Properties
You can edit the folder’s name and color by putting the file area in edit mode. See Edit Mode.
In edit mode, select the folder you want to edit, then click Edit in the edit mode toolbar. Change the name and/or color of the folder and click Save.
Move Files
To move files to a folder, put the file area in edit mode. See Edit Mode.
Select files and/or folders, then click Move to.
Select the folder you want to move the selected files/folders to and click Move.
The files/folders are moved to the selected folder.
NOTE: The files in the folders in the app are shown in the casefiles folder on your device, but the folder structures are not.