Following along in MyCase is recommended as you read the article.
Overview
This article teaches you how to upload and share documents in MyCase. Documents can include PDFs, images, spreadsheets, videos, sound clips, and more. You can upload unlimited documents into MyCase and store them for later retrieval.
From the dashboard, documents page, or quick add menu, click Add Document. Then choose the first option, Upload one Document.
You will be taken to the Upload Document window. You have two options for uploading documents: Single Document Upload and Batch Document Upload. This article will cover Single Document Upload, but you can learn more about Batch Document Upload here.
The screenshot below shows the Upload Document window.
Case Link - Select the case that you would like to associate the document to. The document will then be stored in the case file for easy retrieval. If you are uploading a more general document that shouldn't be associated with a particular case (such as a retainer agreement template, motion/pleading template, etc.), check the box for This document is not linked to a case. The document will be stored as a Firm Document. Learn more about Firm Documents.
Folder Name - Now you have the ability to directly add a document to a folder. Select a case, then choose a folder within it.
Doc. Name - Enter a descriptive name for the document. This will be the name displayed for the document throughout MyCase.
Assigned Date - The date associated with the document upon upload. The date defaults to the upload date, but you can change it by clicking the date.
Source - Choose the file you would like to upload to MyCase. You can "click to browse" or simply drag-and-drop the file into the grey box to upload it.
Tags - MyCase uses a system called Tagging to let you easily organize and search documents. Apply tags to this document from here. Learn more about document tagging.
Description - Enter a description for this document. This is optional. Please remember that this document description will be viewable by all clients and firm users who have access to it.
Sharing - Choose the clients and contacts that you'd like to share this document with. When shared with certain people, the document will be available to them through their MyCase Client Portal. Learn more about Sharing Documents
There are no storage limitations, so feel free to upload as many documents into MyCase as you'd like.
You cannot upload individual files that are larger than 5 gigabytes. Currently, documents larger than 1 gigabyte must use the single-document upload option. Drag-and-drop and Batch document uploads larger than 1 gigabyte are not supported at this time.