"Matter Documents" vs "Shared with me via Caseway"

  • Updated
Navigate to the Matters section, then select a Matter to open the details, then click Documents from the horizontal menu bar to view your documents.

Use the filters below the tab bar to refine your list.
  • Matter Documents – Documents that you and your other firm members have uploaded or created for a particular Matter.

  • Shared with me via Caseway Shows documents shared by Clients or Colleagues who you have invited to collaborate. Documents in this section can be moved over to the Matter documents as new documents or new versions of existing documents upon approval.


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