File Your Documents Faster with FileIt Features
Are you tired of dragging all your documents one by one every time you need to file them? FileIt’s time-saving features make importing documents into files more efficient, allowing you to focus on other tasks throughout the day. Instead of dragging each document, save them all to a single folder, and link it to FileIt.
Follow the steps below to import all documents with a single click.
- Open FileIt and press the folder icon on the top right.
- In the new window, browse to the folder you created to hold all your To Be Filed documents.
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3. After you see the Import From field appear on the top, click the 1, 2 Import button on the top right.
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4. All the documents you have in the selected folder will be displayed in FileIt.
Another great way FileIt can save you time is to tag multiple documents to a case simultaneously.
Here are the steps to complete this process:
- Check all the documents you need to import to the same case.
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2. Select the multiple records icon on the bottom left.
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3. Choose the Case Name, Tab, and other fields you want to be populated.
4. Click the green check icon on the bottom right.
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5. All the documents you checked will now be tagged to the case.
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If you have not yet upgraded to TrialWorks 11.4, please contact our support team to discuss your options.