Using the search bar, you can either search for a specific file, or search for a matter where you will find all the shared items via LawConnect.

To narrow down the results, there are 3 filters that can be used:

• Type
• Status
• Shared By

You can select multiple options in each filter.

Each file listed will display the following information:

• Matter
• Document Type
• Document Name
• Shared by Staff
• Shared with Recipient
• Last Shared Date

Click on the document to open in preview in the Document Viewer window.

To add a page comment, click or to add an annotation, highlight text in the document and click .

Enter your comment and then click Comment

Your comment will appear on the right side of the window under the All Comments tab and also on the document, and will be assigned a number sequentially starting from 1.

Click Reply to add a reply to a comment.

In the Details tab, you will find information about the document that include:

• Type
• Size
• Shared Date

If the document contains any revisions, you will be able to view those previous versions by clicking on the versions listed below the document information.

In the Manage Access screen, you can change the access options for the users the item has been shared with.

• Sign In to view - requires the recipient to sign in or create a LawConnect account.
• Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
• Revoke - Remove the access this person has to the document.

You can also choose to add an additional recipient by clicking Add Recipient.

For more information regarding this, please click here.

You can see the last viewed date of the shared document, but individual view logs are not available.

Should you wish to revoke the access of the item for all users at once, right click the item and select Revoke Access.