Uploading documents
Most documents reach a matter on their own, as email attachments. When you have a file that did not come by email — something a client handed you, or a download — you can add it to the matter yourself.
Adding a document
Section titled “Adding a document”In a matter’s Documents, use Upload to add one or more files. Cedent reads each one as it arrives, the same way it reads email attachments, so the contents become searchable and available to the case. Files up to 50 MB are supported.
A document’s source is marked so you can tell at a glance where it came from — Upload for ones you added, Email for attachments.
Where documents live
Section titled “Where documents live”- In the matter — the Documents area of each matter holds everything filed to that case, newest first, searchable by name and by contents.
- Across your practice — the firm-wide Documents page searches across every matter you can access, matching both file names and the text Cedent read out of each document.
What you can do with a document
Section titled “What you can do with a document”- View it — open the document to see the original file and, when Cedent has read it, its text alongside.
- Download it — save the original to your computer. Downloads are recorded, so there is a record of what left the system.
- Trace its source — for an email attachment, you can jump to the email it came from.
Zip files
Section titled “Zip files”If a .zip arrives or is added, Cedent expands it for you and reads the files
inside as individual documents — you do not have to unzip anything by hand.
Common questions
Section titled “Common questions”A file I uploaded already existed on the matter — did it duplicate? No. Cedent recognizes the same file and keeps one copy rather than cluttering the matter.
Why is there a wait before I can search a document’s contents? Cedent reads each document as it arrives; until that finishes, the file shows as Processing. Once it finishes, its contents are searchable.