Help Center-Document

Accessing Documents

From the Dashboard, you can directly click on Documents to view all your documents.
1. You can view all your generated documents sorted by Cases, Matters, Contacts, and Document Generator. As the folder name suggests, each of the default folders carries associated documents within them.

2. You can also click on "New" to upload new documents or create folders as needed.

Search Text

1. The Search Text feature available as a drop-down under the Document Option is crucial to find one particular document from thousands of documents stored in the Legodesk app.

Search Text

2. You can just type the keyword associated with a certain document and the database will show available options for your view.