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The articles in this section outline documents in MyCase. Topics include uploading & sharing documents, eSignature, editing documents with Desktop, document organization with Drive, and more! 

Documents

Firm Documents in MyCase Drive

Need help understanding the best way to migrate documents for your firm? Contact MyCase support for additional help!

Document Migration to MyCase Drive- Existing Customers

Document Migration to MyCase Drive- New Customers

This article includes everything you need to know to install and operate MyCase Drive.

MyCase Drive Guide

Check out this short video to learn more about how MyCase Drive extends the value of MyCase documents.

How to Use MyCase Drive

MyCase Drive enables fast and secure file management that seamlessly integrates your desktop with MyCase.

MyCase Drive FAQs & Troubleshooting

MyCase Drive

Updating MyCase Desktop

MyCase Desktop lets you seamlessly edit documents using the software of your choice and sync changes to MyCase as a new document version.

MyCase Desktop Overview

MyCase Desktop

Eliminate redundant setup time by preparing an eSignature document once and using it over and over.

eSignature Templates

MyCase eSignature makes the process of preparing and signing routine case and intake documents simple and seamless.

eSignatures Overview

eSignature

Watch this short video about how to sort and filter through your documents within MyCase.

Document Organization Overview [w/ VIDEO]

There are two places to search and filter documents by their tags:

Searching and Filtering Document Tags

Document tags are labels that you can assign to documents to make them easier to group and find.

Document Tagging Overview

You can create folders within your cases and organize documents into them.

Folder Organization Features

Document Organization

You can share multiple documents at once with our bulk sharing feature. This article outlines how to bulk share documents on a case.

Bulk Sharing Documents

The ability to upload folders to a Case via Drag’n’Drop is available to firms who go through the Onboarding process.

Best Practices for Uploading Folders to MyCase

MyCase gives you the ability to upload documents into your database by dragging them from your local storage file into your web-browser.

Upload by Drag and Drop

This article will walk you through both sharing a new document and an existing document.

Sharing Documents

We've made it easy to upload multiple documents into MyCase by using the Batch Document Upload feature.

Multiple document upload (Batch Document Upload) and download

This article will teach you how to upload documents into MyCase.

How to Upload & Share a Document [w/ VIDEO]

Upload and Share Documents

Default Folders

This feature allows you to convert documents from Word and other formats to PDF once finalized.

Converting Documents to PDFs

Document Full Text Search

MyCase has released a feature which will allow you to see when your client has viewed a document

See when your client has viewed a document

How do I mark all documents as read?

What are Firm Docs?

When you open the main Documents tab, you will notice three filter options: Case Docs, Firms Docs, and Templates.

What are Case Docs?

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

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

You can feel confident that documents stored in MyCase are safe and cannot be lost forever because deleted documents can be restored.