If a Client un-shares a Document with me in Caseway, am I still able to access it?

  • Updated

If a Client un-shares a document with you in Caseway, you will no longer be able to access that document.

To avoid this navigate to the Matters section:

  1. Select a Matter No to open the Matter Details, click the Documents tab.

  2. Save documents you receive from a Client directly here by dragging the document under the Shared with me via Caseway filter into your document folder tree structure on the left side.
If the document becomes unshared, it still exists within the Matter.            

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