Documents & Folders Block

This block is designed to be used on intake forms if a means of uploading documents during an intake is desired. Displays the document folder structure for the matter and provides the fields and buttons needed to upload additional documents.

For profile pages, use the Document List block.

Configuration Options:

  • Show Note Field Select - displays a dropdown that allows temporarily changing the display to show a column for Created By, Creation Date, File Size, Last Update Date, or Title. The default column is Created By.