Following along in MyCase is recommended as you read the article.

With unlimited data, we wanted to create simple ways for you to organize your many documents. In this article, you will see how to sort and filter through your documents in MyCase.

Case documents are documents linked to specific cases in MyCase. A document can be uploaded directly to a case (through the Case Details page) and shared with the client and/or other firm users.

When you upload a document, you will have the option to create a Document Tag. Document tags make it possible for you to search by a word or phrases linked to a particular document/document type.

To learn more about Document Tagging, click here.

Firm documents are general to firm use and not linked to cases. You can upload Firm Documents under the firm documents tab by clicking the Add button or using the drag and drop feature.

Within the Case and Firm document sections in MyCase, you can create folders to further organize your documents for more specific uses. To learn more about Folders, click here.