Are Documents Required to Be Uploaded From Hard Drive - Mycase

My Case

Login to MyCase

One of the most powerful features of our function'southward MyCase system is its power to let u.s. quickly collaborate and communicate with you in a streamlined manner, all in one user-friendly place. The MyCase Client Portal provides a secure environment for all of us to share case information, billing information, letters and documents with you. Instead of relying on scattered channels of communication (eastward-mails, phone calls, text messages, traditional mail service, etc.), the MyCase Customer Portal volition become our one-and-simply platform for communication.

Your Client Dashboard

The screen shot below shows what your Client Dashboard looks similar. It'south what you as a customer get-go see when you login to your MyCase business relationship. Let's take a look at the elements of this page…

1. Navigation Tabs & Notification Bubbles — You have admission to vi sections: Dwelling house, Agenda, Documents, Billing, Messages, and Comments. In the screen shot higher up, notice the red bubbling over the Calendar, Billing, and Messaging tab. This lets you know you lot take new items waiting for you. So, anytime we share a new bulletin, invoice, documents, or a calendar date with you, a red notification chimera volition appear for you hither.
2. Recent Activeness — You also go your own Recent Activity stream that gives you updates related to your case.
3. Upload Document, Send Message & Pay Invoice — These are the main actions that you can perform in our MyCase organization. Upload Documents lets yous choose a file from your hard drive and upload information technology into MyCase. We will exist instantly notified when yous upload a new document. We are also able to send Messages back and forth to each some other. Finally, since Online Payments are enabled, you can pay your invoices through your MyCase Client Portal using a credit or debit card.
4. Calendar & Recently Uploaded Documents — The calendar box will evidence you upcoming events and deadlines. The Documents box volition show you documents that we have uploaded to share with you.

We Can Upload & Share Documents with Each Other

You no longer have to use email or traditional mail service or come in person to send documents to us. You tin can simply upload documents right into My Case from your Client Portal. When you click the Upload Document button, y'all will be taken to the Add Document Window (pictured below).

1. Case Link — You volition be given a dropdown carte that contains all of the cases/matters that you accept been linked to. You choose which case y'all are uploading the certificate for.
2. Medico Proper noun — Y'all tin then proper name the certificate yous are near to upload.
3. Source — This is where yous tin choose the file yous'd like to upload into MyCase.
4. Clarification — This is where you tin draw any details or notes that y'all would like to include for us to run across with the document.

When y'all upload the document, anybody in our office who is associated with the linked case will be notified that yous accept uploaded a new document. For example, if you upload a certificate to Case XYZ, anybody in our office who is linked to Case XYZ will receive a notification that you accept uploaded a new certificate for us to review.

Nosotros Can Ship Secure Messages to Each Other

Instead of emailing or calling us, y'all can send united states of america secure letters on MyCase. When you click the Send Bulletin push, y'all'll be taken to a New Message window (pictured below).

1. Case Link — You will be given a dropdown menu that contains all of the cases/matters that you lot have been linked to. You choose which case your message is associated with.
2. Send To — When you select a case from the Case Link dropdown, the Send To field will populate all of the people in our office who are linked to your example. In the example higher up, the firm users Alex, Chris, Matthew, and Mike were all linked to the chosen case, which is why they appear in the Send To field. So, you just cheque the box next to the people in the office you would similar to send your message to.
3. Subject — You tin enter a field of study for your message.
4. Message — This is where you enter the message/body of the message you would like to send us.

When you send your message, everyone that was checked in the Ship To field volition receive a notification that you have sent u.s. a new message.

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Source: https://www.brettkduncanlaw.com/my-case/

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