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

This feature is particularly useful when adding a new employee to your firm's 8am™ MyCase account.

Updated today

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

To link your firm documents and/or templates to a firm user, enter their name in the search bar or by navigate to Settings > Firm Users and click 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.

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