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Linking All Firm Documents and/or Templates to a Firm User

Linking All Firm Documents and/or Templates to a Firm User

To share all firms documents and/or templates with a firm user, open the Firm User Details page.

Updated over a month ago

To share all firms documents and/or templates with a firm user, open the Firm User Details page.

OVERVIEW

You can do so by entering their name in the search bar or by navigating to Settings > Firm Users and clicking on the name of the firm user.

On the bottom-left of the Firm User Details page, you will have two options: (1) Share All Firm Documents, (2) Share All Templates

Selecting these options will allow the firm user to access all Firm Documents and/or Templates in the system.

This feature is particularly useful when adding a new employee to the firm's MyCase account.

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