Search results for file manager

332 articles found

  • File Manager

    We are replacing the legacy file "folder tree" view of documents with a new File Manager. This currently works on the Admin > Documents page, and on case, case bundle, grant, organization, outreach,

  • Document List Block

    Designed for use on profile pages. Displays files and folders via the File Manager. Optionally displays the the Recommended Documents and Email Templates lists. This option is not recommended. Use

  • 2026-01-14 Release Notes

    News 🎉 All involved are excited that Southern Arizona Legal Aid went live this week. 🎉 Changes 👉 👉 Effective 2026-01-15 for demo sites, then 2026-01-23 for live sites. 👈 👈 🪄 API mavens should

  • 2025-10-15 Release Notes

    News Top-tier LegalServer staff will coalesce in San Diego, California for the Fall Summit on Oct 20 and 21. Changes 👉 👉 Effective 2025-10-16 for demo sites, then 2025-10-24 for live sites. 👈 👈

  • 2025-11-05 Release Notes

    News 🎉 Everyone involved is excited as these nice folks begin their onboarding journeys of discovery: Christian Legal Aid California Collaborative for Immigrant Justice 🎉 We are equally excited

  • 2025-11-12 Release Notes

    News 🎉 Everyone involved is excited as these nice folks prepare to go live next week: Sage Indigenous Law Center Shasta County Virginia Legal Aid Society Changes 👉 👉 Effective 2025-11-13 for demo

  • 2025-12-31 Release Notes

    News Welcome the following nice folks as they begin their onboarding journeys of wonder and discovery: Community Legal Services in East Palo Alto Legal Aid Society of Rockland County Pangea Legal

  • Images in Notes

    Purpose: Allows adding images to notes when the Rich Text Editor is enabled. You can insert Images two ways: Click the Image tool to display the Image Properties dialog. Select the Upload tab, click

  • 2026-05-06 Release Notes

    Everyone involved is excited as these nice folks prepare to go live next week: Cornell Law School Tenants Advocacy Program Plumas County Changes 👉 👉 Effective 2026-05-07 for demo sites, then

  • 2026-01-21 Release Notes

    News Anticipation levels are at 5 (out of 5) as these folks prepare to go live next week: 🎉 Human Development Services of Westchester 🎉 Massachusetts Immigrant Collaborative Changes 👉 👉 Effective

  • 2026-02-04 Release Notes

    News Welcome the following nice folks as they being their onboarding journeys of wonder and discovery: Al Otro Lado Lavender Rights Project Plumas County Second Chance Federation Be excited as these

  • 2025-12-03 Release Notes

    News We're giddy with anticipation over these nice folks going live next week: Keeping Families Connected Minnesota Post Conviction Project Resolutions Northwest Changes 👉 👉 Effective 2025-12-04

  • 2026-02-25 Release Notes

    News March is coming in like a lamb; no go lives next week. Changes 👉 👉 Effective 2026-02-26 for demo sites, then 2026-03-06 for live sites. 👈 👈 🪄 API mavens should review the

  • 2025-09-24 Release Notes

    News 🎉 All involved are excited that Veterans Legal Services is going live next week. 🎉 Registration for the Fall Summit is still open. Changes 👉 👉 Effective 2025-09-25 for demo sites, then

  • 2025-10-29 Release Notes

    News 🎉 All involved are excited as the nice folks at OFD prepare to go live next week! 🚨 LS5 launches on demo sites in just one week! Head over to our help site

  • 2025-10-08 Release Notes

    News We are tickled pink to welcome all these nice people as they begin their onboarding journeys of wonder and discovery: Catholic Charities Community Services New York Cornell Law School Tenants

  • 2026-03-11 Release Notes

    News Everyone involved is excited about these nice folks going live next week: Neighbors Link Community Law Practice Queens Defenders Changes 👉 👉 Effective 2026-03-12 for demo sites, then

  • 2026-04-15 Release Notes

    News 🎉 All involved are excited as Christian Legal Aid prepares to go live next week. Changes 👉 👉 Effective 2026-04-16 for demo sites, then 2026-04-24 for live sites. 👈 👈 🪄 API mavens should

  • 2026-03-18 Release Notes

    News No go lives planned for next week, so let's have some history. When did women finally get the right to vote? Before 1776: Women had a vote in several of the colonies in what would become the

  • 2025-12-10 Release Notes

    News All involved are excited that Legal Aid Society of Eastern Virginia is going live next week. Changes 👉 👉 Effective 2025-12-11 for demo sites, then 2025-12-19 for live sites. 👈 👈 🪄 API

  • 2025-12-17 Release Notes

    News 👀 LegalServer staff will be off on 12/24, 12/25, and 12/26. A small, but determined, coterie will have eyes on all the gauges to make sure things are running smoothly. Changes 👉 👉 Effective

  • 2026-03-04 Release Notes

    News Welcome these nice folks as they begin their onboarding journeys of wonder and discovery: NYU School of Law Volunteer Lawyer Program of Northeast Indiana And these nice folks have made the

  • 2026-04-01 Release Notes

    News 🎉 All involved are excited about Nationwide Children's Hospital (affectionately known here as Lawyers for Kids) going live next week. 🎨 Blue interface elements will be switched to fuchsia

  • 2025-11-26 Release Notes

    News 🎉 All involved are excited as these nice folks begin their onboarding journeys of discovery: Disability Rights Texas Sutter County Counsel 🦃 Most LegalServer staff will be off on Thursday

  • Communication Manager

    Purpose: Allows emailing a list of recipients, or creating an Excel sheet of a list of recipients. Cost: None. When sending emails, the "From" will be the user creating the list, which will result in

  • 2026-04-22 Release Notes

    News Over 229.4 people are attending the Virtual Spring Training this week (from Wednesday through Friday). Changes 👉 👉 Effective 2026-04-23 for demo sites, then 2026-05-01 for live sites. 👈 👈 🪄

  • File Destroy Date Block

    Calculates a default file destroy date as X number of years in the future from when the process it is on is run. Adjusting the case's date closed does not affect the default calculation for the File

  • Document Storage and File Size Limit

    Document Storage and File Size Limits Files can be uploaded to a site, most typically to individual cases, but also to outreach records, etc. Individual file uploads are virtually unlimited in size

  • Exporting Data from Reports to a CSV File

    This is an old way of doing things and should not be used. Every report now has an Export to CSV option automatically. We're leaving this page here so if you see the old option you'll know how to

  • Importing Users or Contacts from a Virtual Contact Card (.vcf) File

    Purpose: Create user or contact records in Legal Server using information from a .vcf file such as First Name, Last Name, Email, Address, or Phone Number Cost: $1200 for 3 years Admin Set Up:

  • Case Note shows "A file attached to this email was flagged as possibly dangerous, so it has not been uploaded"

    This will happen if the inbound email to a case contains an attachment the virus checker has flagged.

  • Court Filings Block

    This block allows multiple court filing records to be recorded for a matter. It displays the following fields for each record: * Court Filing (values controlled in Admin / Lookups) * Court Filing

  • SharePoint Tracer Files

    Purpose: This feature allows for SharePoint folders to be moved and renamed without losing a connection to LegalServer. This relies on an additional Tracer file stored in the SharePoint folder. That

  • Documents and Files on Cases

    You can upload documents to cases and maintain them in a folder structure. See Document Folders below. Although we refer to "documents", you can upload other types of files like PDFs, spreadsheets,

  • Who is Emailed Copies of Tickets Filed from a Site?

    Site administrators control who, if anyone, is cc'd on the email when a ticket is filed from a site. The person submitting the support request is automatically emailed (except for online intakes and

  • Document Conversion

    LegalServer has the functionality to convert files stored in LegalServer to either DOCX or PDF formats. Not all file types can be converted. This is designed to aid in editing or recording final

  • DataDocInstructions

    Introduction and Overview: Online Data Document Site LegalServer will provide selected users with access to an online data document site. This site will serve as a communication channel between your

  • SharePoint and Power Automate

    PowerAutomate and LegalServer's SharePoint Integration Converting to DOCX via PowerAutomate One benefit of SharePoint is the ability to add in other aspects of the Microsoft suite of tools.

  • 2022-07-13 Release Notes

    News Anticipation is high as 🏁 Covenant House and 🏁 Harvard Law School prepare to go live next week. Changes and Updates ⏳ Effective for demo sites on 2022-07-14, then on live sites on 2022-07-22.

  • Content Viewer

    Purpose: View content directly in Legal Server without needing to download a file. For example, see images, watch videos, and listen to audio files. Allows the ability to search for documents and

  • Microsoft Office For The Web Integration

    Purpose: Collaboratively edit certain files that are stored in LegalServer. Cost: No additional cost. Your organization's users will need to have access to their own licensed Microsoft Office

  • Add Document with Title Block

    This block allows uploading a file to a case and giving it the configured Title name when used on a form. It will display any uploaded documents when used on a profile. Useful to allow uploading when

  • Document Templates Creating And Editing

    Document templates allow users to generate documents that automatically insert information from a case — such as the client's name, legal problem code, primary advocate, and so on. Templates have

  • 2019-04-10 Release Notes

    Effective: 2019-04-11 for demo sites, 2019-04-19 for live sites. RiseBoro Community Partnership prepares to go live. 88249: Allow uploading a footer image for online intakes. Links to images inserted

  • Automated Intake Mode

    Allows you to upload a file, such as a paper intake form, extract information from it, and populate data fields in LegalServer. Supports scans of typed and handwritten documents. Cost and

  • CSR Eligibility

    LegalServer provides several tools to help LSC-funded agencies determine which cases should be reported on Case Service Reports according to the CSR Handbook. As with any regulatory requirement, it

  • 2016-11-09 Release Notes

    Effective: Demo sites 11/10/2016; Weekly sites 11/18/2016; Monthly sites 12/02/2016 Legal Aid of Southeastern PA is live with LegalServer on 11/7/2016. Centro Hispano Low Income Taxpayer Clinic and

  • 2019-11-27 Release Notes

    Effective: 2019-11-28 for demo sites, 2019-12-06 for live sites. 87559: The Activity field is now properly marked as a required field if you choose to create an Activity record when generating an

  • Document Dashboard

    The Document Dashboard (Admin > Document Dashboard) displays the number of files stored in LegalServer's file storage, the size of the files, breakdowns by type, and much more. Distribution by Size

  • SharePoint Frequently Asked Questions

    Can we prevent staff from uploading files to the LegalServer document store and force everything to SharePoint? The short answer is: No. There are still several places within LegalServer that don't