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Getting Started with Drafts

Learn how to navigate the Drafts page.

Draft creation generally follows five steps:

  1. Process Type

  2. File Upload

  3. Exhibit List

  4. Finalize Draft

  5. Review Draft

Refer to this article for detailed instructions and use the information below to familiarize yourself with the Drafts landing page.

Drafts Home Page

  • All: Displays all draft projects

  • Shared With You: View drafts that others have shared with you

  • For Review: Shows drafts that require review

  • Templates: Access draft templates

Search Drafts

Use the search bar at the top to quickly find a draft by name or keyword.

Create New Draft

Click the + New Draft button in the top right corner to start a new project.

Change View Layout

Use the list/grid toggle buttons next to the search bar to switch between views (currently in list view).

Actions

  • Delete: Remove Drafts created by mistake or no longer needed

  • Share: Share Drafts with team members

  • Pin: Pin Drafts to the top for easier access

Questions? Contact support@visalaw.ai for assistance from our team.

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