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Click anywhere in the “Upload Exhibits” box which will to bring up a your document navigator, then select which documents you’d like to upload, or drag and drop the documents.
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To view exhibits from previous proceedings, click anywhere on the proceeding title and the documents will appear. A team member will be able to view all shared documents for that proceeding, as well as private documents the team uploaded but did not share. (add another depositions)
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To copy of a document from a previous proceeding into a current proceeding, click on the vertical ellipsis (three dots) and select “Make a copy”. (add arrow to three vertical dots even out outline)
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To copy a previous document and immediately share it in the new proceeding, click the vertical ellipsis (three dots) and select “Make a copy and share”. The exhibit will immediately appear in the “Live Exhibit” tab, as well as become part of the new proceeding’s “Exhibit List”. The newly copied document will also display a badge with the date and time the document was formally shared.
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To learn how to setup Case Teams please read the following article: How to Setup Case Teams |