1. Document Management (Doc Management)

Centerbase’s new Document Management includes an enhanced Documents module.
All users on environments enabled with Centerbase Document Management will have access to the new Documents module, accessible by clicking “Documents” under the “Doc Management” menu in the left navigation bar (1).

The user’s folder structure will be identical to what is set up in Microsoft SharePoint. At the very top of the page, users will see their recently opened documents (2). All folders will be displayed on the main Documents page (3). Each folder represents its own site within SharePoint. When clicking into the Matters section, users will see folders for each matter in their org. Each matter represents its own SharePoint site, nested under the main Matters site.

When clicking into a Matter folder, users will see all files and folders related to that Matter. Users can also upload folders and documents to a Matter folder or create new documents (Folders, Word, Excel, PowerPoint or Visio) within a Matter (1).

Users will have SharePoint functionality within Centerbase Document Management. Users can right-click a document to (2):

• Open up document on web or within the desktop app
• Convert a document to PDF (PDF will be saved within that Matter in both Centerbase & SharePoint)
• Copy Link and adjust sharing settings for that link
• Move Document to a different location within the same matter
• Delete Document (this will delete the document in both Centerbase & SharePoint)
• Download Document
• Rename Document (this will rename the document in both Centerbase & SharePoint)
• Attach Document to a new Email

The new documents module is also accessible within the Matters section. Users can click into the “Doc Management” tab to view all documents for that Matter as well as perform any of the actions listed above.

For more information, see Centerbase Document Management Overview