Step-by-step guide on how to share a file with a lawyer
Step 1: Assign lawyer(s) to the project’s panel lawyer
- Click on any project > Edit > Panel Lawyer > Add > Add a lawyer
- Skip this step if the project already has panel lawyers assigned
Step 2: Assign a SPA or LA lawyer to a unit booking
Step 3: Once a SPA/LA lawyer is assigned, go to the ‘Documents’ tab of that unit booking
Step 4: Upload a document by clicking on the ‘Upload’ button, and then select a document/file that you wish to upload. Once uploaded, it will appear under ‘Uploaded Files’.
Step 5: To share an uploaded document to a lawyer, simply click on the share icon, and select the lawyer that you wish to share to. Once shared, the lawyer will receive the file and he/she will be able to view or download the file that you have just shared. That's it!
What the lawyer will see: