Step-by-Step Procedures

Open a case from the Cases Homepage.

Click the Timeline tab in the case navigation panel.

The Case Timeline will load displaying all documents and correspondence for the case.

Select the Entry Type checkboxes to filter by document type (Phone Call, Email, Letter, Text Message, Fax, Memo, or File Note).

Set a Date Range to view entries within specific dates.

Filter by Individual to see documents sent to or from a specific person.

Filter by Tags to locate entries with specific tags applied.

Select the Sort Order (Most Recent First or Oldest First).

Choose the View Mode: Normal, Compact, or Detail.

Choose the Layout: Chronological or Threaded (threaded groups email chains together).

Click on any entry in the document list.

The Preview panel opens on the right-hand side displaying the document content.

Use the toolbar icons to download, share, print, or zoom in/out.

Click on a document to open it in the preview panel.

Click the AI Document Summary button (blue button in the left-hand corner).

The Copilot sidebar opens displaying the document summary, key points, next actions, and key deadlines.

To ask further questions, type the question into the Q&A text box at the bottom of the Copilot sidebar and press Enter.

Click on a document to open it in the preview panel.

Click the Details tab to switch from the preview to the detailed metadata view.

Review the document information, people, dates, time recording, billing, and format details.

Locate the document in the document list.

Click the Three Dot Menu (…) on the right-hand side of the entry.

Select Edit Document to open the document for editing.

Locate the document in the document list.

Click the Three Dot Menu (…) on the right-hand side of the entry.

Select WIP Adjustments from the menu.

Choose the required action: Reverse Selected, Write Off Selected, Transfer Selected, or Adjust Time Entry.