You can upload documents in different ways – all of them quick and easy:
- Drag and drop multiple documents from a local folder directly into a dossier.
- Click in the upload box to browse and upload documents.
- Email multiple documents as an attachment to a dossier. The mail conversation and attachment will be added to the dossier.
- Send documents to the Document Booker and process them to an existing or new dossier.
For a step-by-step explanation, download the effacts manuals
for the type of legal information you want to upload.
We can also assist you with uploading documents in bulk through an automated data conversion, or entrust this to one of our legal service partners. You can ask for more information from your relationship manager.
To hide a dossier and its documents from other users in the system, you can easily mark it as Confidential. This functionality is available with two simple clicks in the menu on the right side of the dossier. Only users that have been explicitly granted access will be able to access this dossier.
You can generate an org chart from the menu on the right side of each Group Company.
You can generate a current org chart, a consolidated org chart or an org chart from a specific moment in time.
Use the ‘forgotten password’ link on the login page
to request a new password. You’ll receive an email with a link to set a new password.
If you forgot your username, contact the admin within your own organisation.