Manage attachments for a legal request

1. Select the Assigned to Me option.
2. Select a request to work on.
3. If the request is newly assigned to you, select Start Work to start working on the request.

The state of the legal request is Work in progress and the document is Legal review.

1. Select the Collaborations option.
2. Select a request to work on.

The attachment icon

1. In the Counsel Assist sidebar, select the attachment icon.
2. In the Attachments pane, add, rename, or remove attachments.
3. To upload a document, select the Browse button or the add attachment icon (
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   Add attachment icon.) and select a file.</li>

Note: The Browse button is available when the legal request has no attachments else the add attachment icon

• To rename an attached file, select the actions icon (
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  Actions icon.), select <strong>Rename</strong> and update the file name.</li>
• To delete an attached file, select the actions icon, select Remove.
• To download an attached file, select the actions icon, select Download.

The Documents tab appears when the external storage option is enabled.

• Upload a new document.

  1. In the Documents tab, select Attach and select a file.
  2. On the New Document form, select Attach file link and select a file.
  3. Select Save. In the Documents tab, a link to the document is listed in the External URL column of the documents list.

• Remove an attached file.

  1. In the Documents tab, select a document from the list that you want to delete.
  2. Select Delete. Access to these documents to various users is controlled in multiple ways. For more information on managing document access, see Document access in a legal request.

The Privileged Document Access tab appears when Privileged and confidential status is enabled. The document permission is marked as Privileged & confidential when the request status is set as privileged and confidential, and resets to Public when the status is removed. Access to these documents for users is controlled by the Assignment group permissions.

Change permissions for documents.1. In the Privileged Document Access tab, select the check box next to the document for which you want to change the permission. 2. Select Manage Access. 3. Select the option applicable. - Privileged and Confidential – Protects documents under legal privilege and confidentiality. Use this option for sensitive communications between an attorney and client. - Legal Work Product Protected – Restricts access to internal legal analysis, drafts, or investigation notes prepared in anticipation of litigation. - Public – Marks documents as freely shareable externally without restrictions. 4. Select Update.