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Documents, Contracts, and SOPs

Edit Documents or Contracts

Only a Matter Administrator or the Matter Editor that saved the document for the matter can edit a document. This includes editing the document profile.
The document or contract profile includes the reference information (such as the document name, description and author) for a document or contract. A file with a maximum file size of 20 MB can be attached. Attached files can be replaced if the ability to replace documents was not turned off.
To edit a document or contract:
  1. Open the applicable matter.
  2. Click
    Documents
    .
  3. Double-click the document or contract name.
  4. Click
    Edit
    .
  5. Make the necessary changes to the document or contract profile fields.
    The document profile lets you:
    • Name the document.
    • File the document in a folder. Your client company's Tracker Coordinator creates a list of available folder names on the Document Management Setup page.
    • Set access for ALL MATTER PARTICIPANTS (previously referred to as "public"), COMPANY AND LEAD FIRM MATTER PARTICIPANTS (previously referred to as "limited") or COMPANY MATTER PARTICIPANTS ONLY (previously referred to as "private").
    • Set the attachment type to one of the following:
      • File
        -To attach an electronic copy of the file. Click Browse to attach the file.
      • URL
        -To provide a link to a website where the file resides. Enter the URL in the associated field.
      • Network Address
        -To specify a corporate network path to a file. Enter the network path in the associated field.
      • Location/Other
        -To describe the physical location of the document. Enter the physical location in the associated field.
    • Indicate whether the file or URL can be replaced. Select
      No
       for
      Allow File/URL to be Replaced
       if you wan tto turn off the ability to replace the document or contract.
    • Request a document review from other matter participants. Select
      Yes
       for Review Requested then enter a comment in the
      Review Requested Comments
      field. Users with a matter role of Matter Editor or higher receive an Action Items alert when there is a request to review a document. They also receive an email notification if they configured email notifications in their user preferences.
  6. Click
    Save & Close
    .

Edit or Replace an Attached Document

To edit or replace an attached document:
  1. Access the applicable matter.
  2. Click
    Documents
    .
  3. Double-click the document or contract name.
  4. Click the file name in the
    File Attachment
     field.
  5. Save the document or contract.
  6. Update the document or contract outside of Legal Tracker.
  7. In Legal Tracker, return to
    Documents
     for the applicable matter.
  8. Double-click the document or contract name.
  9. Click
    Edit
    .
  10. Click
    Browse
     for
    File Attachment
     then attach the updated document or contract. If
    Browse
     is not displayed, then the ability to replace the document or contract was turned off.
  11. Click
    Save & Close
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Documents
  • Audiences: Firm