MyCase is updating to a new user interface. Your screen and navigation might look slightly different from what you see in this article.
Following along in MyCase is recommended as you read the steps in the article.
Overview
When you share a document with a client or contact, MyCase automatically sends an email notification that a new document has been uploaded and shared with them. They also receive an email notification if the document is updated or changed. This is great because you no longer have to worry about notifying people; MyCase will do it for you!
Sharing a New Document
When uploading a document related to a case/matter, you can easily share it with clients and contacts from the Case Details page.
Click the Documents subtab.
Click the Add dropdown.
Select Document to display the upload document box.
Select Upload Document.
Add the Document by dragging your file to the Source section.
Select the Contact you are sharing the document with.
Click the Upload New Document button to share the document.
Sharing an Existing Document
To share an existing document, go to the Case Details page.
Click the Documents subtab.
Click the three dots in the row for the document you want to share.
Click Share.
Select the Contact you are sharing the document with.
Click the Update Document button to share the document.
