CLNG Litigation Matter Attachments Options – Cycom Help Center

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This section includes Importing/Uploading, Emailing, and Organizing files along with other options available in the Attachments view of a matter.

All ‘matter’ attachments are managed in the matter Attachments view which can be accessed by clicking on the Paper Clip icon in the Module Tool Bar while that matter is open. Any type of allowable file can be imported into a matter in CLNG, and almost all file types are allowable.

Document and Text: DOC, PDF, RTF, TXT
Image Files: JPEG, PNG, BMP
Audio Files: WAV, MP3
Video Files: MP4, AVI, MOV
Email Files: MSG

File extension .EXE cannot be imported.

General Layout & Organization

Files for a matter can be viewed in the Attachments view. It shows a tree or hierarchy of nested folders on the left panel. To the right is the display of the current selected folder’s contents. At the top of the tree, there will always be the main folder of the matter itself; this is labeled with the file number and name of the selected matter. Any file that is attached to a matter will go into this folder by default unless another folder is specified.

This top folder cannot be deleted or renamed. However, any number of nested subfolders can be created under this folder to further sort the attachments.

There are some built-in folders that will appear automatically to presort files based on the file type, for example, when an email with file extension (.MSG) is imported, it will be placed in a folder called “emails” by default.

The built-in folders can be identified by the Chevron symbol to the left of the name. The names of these folders can only be added or edited by a system administrator. They will appear in the Category drop-down as options. The built-in folders will always be nested directly under the main matter folder. Any number of sub-folders can be created under the main matter folder.

The columns in the table listing the sub-folders can be rearranged in an ascending or descending order by clicking on the heading of the column, Name, Last Modified, Category, Type, Sub-attachment, Size, or Child Count (referring to the number of files within the folder). Clicking a third time will reset to its original listing. The Chevron to the left of the folder allows for expanding or collapsing the content of the folder. Any file not placed in a folder will be listed separately.

Uploading Files

There are two ways to import a file:

Drag and drop files from your desktop computer to the designated location in CLNG.

Open your File Explorer, select the file hold, drag and drop into the Drop file here to upload banner.

The Upload Files window will open for you to enter the File Name and File Metadata, such as Category, Type, Staff and Summary. The Preparer's name will be entered automatically. Next, click Upload. The file will appear in the list of Attachments.

2. Click Upload Files button on top right. The file explorer on your desktop will appear to select the file you wish to attach to the selected matter. Click Open to attach it to the matter.

An Upload Files card will appear. Enter the relevant information related such as Category, Type, Color, Staff and Summary. The preparer's name will automatically be entered. The file name can be edited or changed before the Upload button is clicked to save the file to the matter.

Creating Folders

To create a folder, click the Create Folder button. Using this Create Folder button while working on a particular matter the folder will not appear in the Category list only under this matter in the Attachments view. The list in the Category drop-down is set by the systems administrator to appear as options under any matter.

Next, a Create New Folder card will appear. Enter the folder name you wish to create and click Create. The new folder will appear in the list of folders.

Adding New Documents from Templates

To add a new document, click New.

A Choose Template card will open. You may search for a specific template or select it from the list provided by your systems administrator. Next, click Select Template or Cancel should you wish to return to your previous screen.

Next, a Name your document card will open. Enter a name for the document you wish to create, then click Generate Document. The Back button will return you to your previous screen.

The Additional information required card will open. Enter the relevant data. Any field that does not apply, check the box Skip this field. When done, click Submit.

A Document Created Successfully notice will appear in a new card. Click Open Document to further work on it or Done button if you are finished.

The Document will open in a new Tab in Microsoft Word.

Drag and Drop Files

Drag and drop files from your desktop computer to the designated location in CLNG. (See Upload Files)

The Upload Files window will open for you to enter the File Name and File Metadata, such as Category, Type, Staff and Summary. The Preparer's name will be entered automatically. The file will appear in the list of attachments as a stand-alone document. If you wish to file it in a designated folder, drag and drop it into the folder.

Another option is: Open the document or file, a Matter Attachment Options panel will open to the right, click Edit Metadata. Enter a Category and Type or any other details you wish, then click Save. The document will be filed in the proper folder.

Editing Files

To edit select the document or the file you wish to make changes to. A Matter Attachment Options panel will open to right. Click Edit Metadata.

An Edit Attachment Metadata panel will open. Make the necessary changes or edits then click Save. If you wish to delete the file, click delete in the Matter Attachment Options panel.

Filtering Files and Folders

A wonderful feature that allows you to filter your search by entering a partial word, a part or full name of a file/document or folder, or a file number or part of the number. You can also filter by file type such as docx, png, pdf, xlsx, etc...).

The results will show instantaneously in the table below.

Emailing Files (coming soon)

Exiting the Attachments View

To exit the Attachments view, click on the Overview icon on the Module Tool Bar and return to the current selected matter or click on any one of the open matters. You may also exit by clicking on the X to the far-right corner of the screen.

If you discover an error in this document, or if you encounter any problems performing any steps described, please contact Cycom Support at support@cycominc.com or by calling 888-292-6688.

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