Using FileIT for Additional & More Links

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FileIT is a great tool to take the firm’s file system to the next level. FileIT’s primary use is to bring documents not created within TrialWorks and file them into TrialWorks. It also has a built-in feature that allows a user to link documents to existing documents within TrialWorks. This extra layer of filing gives the user a timeline for a particular document.

Linking to Additional 
Finished Drafting a Pleading and had it signed? Use the Additional column in TrialWorks to preserve the final PDF version of a document:
  1. Use the drag and drop method or Import files from a folder
  2. Choose the Case Name
  3. Use the drop-down arrow to view your Tab Options. Most Tabs will give you the option to link to the Additional column
  4. Select Pleadings (Additional) and a window will pop up to allow you to link to the original word processing document
  5. Choose Link to Selected Record and the document will import to the Additional column on the datasheet (Tab)

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Linking to the More Links
Received Correspondence from Opposing Counsel that included a fax sheet and attachments? Add those additional documents to the “More Links” column in TrialWorks:
  1. Use the drag and drop method or Import files from a folder
  2. Choose the Case Name
  3. Use the drop-down arrow to view your Tab Options. Most Tabs will give you the option to link to More Links
  4. Choose Correspondence (More Links) and a window will pop up and allow you to link it to an existing document in TrialWorks
  5. Choose link to selected record and the document will import into the “More Links” field

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If you’re interested in learning about using FileIt for Additional and More Links in TrialWorks, please contact Training at 800.377.5844 option #2.

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