Document Management

Accessing the Documents Page

Click Documents in the left sidebar. The page loads in grid view by default, showing document thumbnails sorted by most recent upload.

Grid vs List View

Use the view toggle buttons (top-right of the document area) to switch between Grid view (thumbnail cards) and List view (table with metadata columns). List view is better for bulk operations; grid view is better for visually scanning documents.

Document Categories

The left sidebar of the Documents page contains a category filter. Available categories are:

• Contract
• Court Filing
• Evidence
• Correspondence
• Power of Attorney
• Judgment
• Invoice
• ID Document
• Report
• Other

Click any category to show only documents of that type. Click All to clear the filter.

Uploading a Document

Click the Upload Document button (top-right). The upload modal contains:

1. File Select — click to browse, or drag and drop one or more files directly into the dotted upload area. Supported formats: PDF, DOCX, XLSX, PNG, JPG (max 20 MB per file).
2. Title — a descriptive name for the document (pre-filled with the filename; edit as needed).
3. Category — select from the dropdown to classify the document.
4. Related Case — searchable dropdown to link the document to a specific case.
5. Description — optional free-text field for notes about the document.
6. Tags — add comma-separated tags to improve searchability (e.g. "urgent, 2024, client-review").

Click Upload to save. Large files show an upload progress bar.

Document Actions

Hover over any document card (grid view) or look at the actions column (list view) for three icons:

• Eye icon — opens a full-screen preview for PDFs and images without downloading.
• Download icon — downloads the original file to your device.
• Trash icon — permanently deletes the document after a confirmation prompt.