Upload and manage files

Upload files (max 100MB), categorise by file type, share with parties, and download.

The Files tab is used to upload, organise, share, and download files for a case.

Upload a file

  1. Open the case and go to the Files tab
  2. Drag and drop a file, or browse to select it
  3. In the upload dialog:
    • (Optional) change Upload File As
    • (Optional) set a File Type (if your case type has file types configured)
    • (Optional) select Share and choose parties to share with
  4. Select Upload File

Supported file types and size limits

  • Maximum file size: 100 MB
  • Supported formats include PDF, Office files, common images, audio/video, CSV, and plain text

Find and download files

In the file list you can:

  • Filter by file type
  • Download a single file from the file’s action menu
  • Select multiple files and use Download (bulk download)

Edit or delete a file

Use the file action menu to:

  • Edit (rename, change type, update sharing)
  • Delete