You should notify other users (e.g. responsible lawyer or paralegal) of incoming documents that they need to know have arrived.

  1. Select the named and coded document in your Filing Queue.


  1. Click the Notify button at the bottom of your screen. (It’s generally easiest to Notify the user before filing your document in the case binder, but the Case association is created after the document has been filed; if you prefer you can right-click on the filed document in the Destination pane and select New Conversation with Document(s).)


  1. Fill in the Message and recipient information.


  1. Click Send.  


(NOTE: We recommend that you habitually review your incoming documents ensure that documents requiring immediate attention are identified, and the person responsible is notified right away, so valuable time is not lost for time-sensitive items.)