Find all the files that you and your VLO have shared with each other across all your project chats, including deliverables (finalized versions of your files).
đUse the Documents Tab to:
Download a document or deliverable
Bookmark multiple documents or deliverables
Switch between viewing only deliverables and only documents
Use the toggle button to show only bookmarked documents
Use âshow in chatâ to find your document in the chat where they were shared
This feature works for any document or deliverable shared as an attachment in a chat
Documents vs. deliverables - whatâs the difference?
A âworking documentâ is any file or link that you, your VLO, and/or your service providers are working on as part of a project
A âdeliverableâ is the final version of a file (doc, pdf, xls)
How do documents become deliverables?
Once a deliverable is ready, your VLO will share it with you in in your project chat so you can review and approve it
Your VLO will then upload the deliverable to its related task within your project
Where to view your deliverables
You can find your deliverables in three places:
In your chat messages where your VLO will have shared any deliverables with you
In your projects, next to the tasks related to the deliverable(s)
In the Documents Tab
Find the Documents Tab
Head to your Legal Nodes account
Go to the left-side navigation bar and click on the Documents Tab
Navigate the Documents Tab
The table of documents shows:
The project that the document or deliverable is connected to
The file name of the document or deliverable
The author of the document or deliverable (either a service provider or your VLO)
Options for actions you can take, including showing the document or deliverable in the original chat, and bookmarking and downloading the document or deliverable
Search for a file
Documents and deliverables can be searched by their file name
Type in the name of the file you wish find
Hit enter to generate search results
Bookmark a file and view bookmarked files
Click on the bookmark icon to bookmark a file
Use the toggle button to switch between showing all files and showing only bookmarked files
There is no limit to the number of bookmarks possible: bookmark as many files as you like!
Download any document or deliverable
Click on the three-dot icon
Click on âDownloadâ
Your download should automatically begin
Find a document or deliverable in a chat
Click âShow in chatâ
You will leave the Documents Tab and be taken to the project chat where the document was shared
Use this feature to remind yourself of the context or progress of work on a file or to search for other details or a conversation related to the file or project
More updates coming soon!
Weâre already working on an upgrade that will allow links to online documents (e.g. a Google doc) that are shared in chats to appear in the Documents Tab too.