This guide looks at how to share, receive and manage all types of files within a case. Every participant in a case has this ability to securely share and receive documents, images, video, audio and files while easily managing any required confidentiality between parties.

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Step 1. Start the upload file process

First you need to have a case created. If you need help with how to create your case, check out our earlier blog post here.

From within your case you then navigate to the appropriate space for sharing your file. For this guide we will share a file in the Everybody space so that anyone in the case can view the file. At the bottom of the screen is what we refer to as the Omnibar. Click on the + icon at the bottom-right of your screen as seen below. You will then see the option to Upload File - click on that option to get started.

Step 2. Select and upload your file

Once you click the Upload File option, the upload file screen will open. Here you can decide on a name for your file as well as select the file you wish to upload either by dragging it into the window or browsing for it on your device. Your chosen file can be an image, document, video or audio file. Once you have selected your chosen file you will see a preview of it.

Step 3. Your file is posted to the space

By clicking on the Upload button you will post the file to the space. Anyone who is part of that space will be able to view the file. By choosing the appropriate space to post a file you can control who will be able to view it as only those with access to a space will be able to view files within that space.

Step 4. All the shared files in a space are aggregated in the space panel

By clicking on the Arrow button at the top right of a space you can open and close the space panel. Here you will find all the important information about the space in one place including all the shared files.

Conclusion

If you have followed the steps, you will have uploaded and shared a file that can be viewed from your space. Have a think about the potential use cases in your own dispute resolution processes. Also keep in mind that any type of file can be uploaded and shared, sometimes video and audio files can add an extra dimension to communications and supporting evidence in a case.

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