Here are some helpful little shortcuts to make working with documents that little bit easier...
Emailing Documents from Legal Evolve
Most users of The Evolve Platform know how to right-click on a document to add it to an email. But what if you want to add multiple documents from a case or add a document to an existing email. Here are a few options when emailing for The Evolve Platform.
Add multiple documents that are grouped together to an email.
1. Select the first file and then press and hold the Shift key.
2. While holding the key down click the last document. This will select all the documents in-between the first and last file.
3. Now right click on any of the highlighted files and email.
Add multiple documents that are not grouped together to an email.
If there are multiple documents you need to email within a case but they are not grouped together follow the below steps.
1. Select the first file you want to email and then press and hold the Ctrl key.
2. While holding down the Ctrl key, select each of the other files you wish to select.
3. Now right click on any of the highlighted files and email.
Add documents to an existing email.
There are often instances where you might need to add a document to an existing email in Outlook, it could be a reply to an email or you might want to add documents from more than one case within The Evolve Platform.
1. Right click on a document(s) and select Edit>Copy to clipboard.
2. Go to the email message open in Outlook and right-click and Paste (Ctrl+V) anywhere in the body of the email.
3. The document(s) you copied to the clipboard will now be attached to the email. Note: You can also use the Copy to Clipboard option to copy document from The Evolve Platform outside to your computer’s explorer.
Quick rename of a document(s)
You all know how to rename a document with the Edit>Rename option but did you know that we implied a quick rename of documents by using the F2 key on your keyboard.
1. Highlight the document(s) you wish to rename.
2. Hit F2 on your keyboard and viola you can now rename the document(s) without even checking them out.
Create your own quick library templates
Users can add library document(s) to their own Quick Template list.
1. Right-click on any library document(s) and select Add to Quick Templates. The document(s) will be added to a library called Quick Templates. Documents can be deleted from your Quick Templates Library via the right-click menu. You can also rename them. This does not delete the original library document.
2. Now when you are adding a document(s) to a file you will see Add Quick in the right-click menu.
3. Select the required document and it will immediately be imported into the file. Note: Using ‘Add Quick’ does not prompt the user with the tag substitution wizard.
