Document Management

The Documents & Forms page in each client file serves as your central document library for that matter. It provides tools for organising, uploading, and managing all documents related to a client file, including court forms, agreements, financial statements, and any other files you upload.

Document Library Overview

Select Documents & Forms in the matter sidebar, then scroll to Document library. The library lists every document associated with the client file, including generated, uploaded, and disclosure documents. Each entry shows the document name, the date it was last modified, and how many of its fields are filled in. You can interact with documents directly from this view:

• Click a Word document's name to open it in the Document Editor.
• Click the download icon to download the file.
• Click the arrow at the end of the row to open the document's details.
• Click the three-dot menu to open the document in a new tab, rename it, download it, or delete it.

Folder Organisation

You can organise documents into folders to keep your document library tidy. Click the folder menu (it shows All Documents until you choose a folder) to see the matter's folders, such as Court Forms, Financial Statements, Agreements, Uploaded, and Financial Disclosure, with the number of documents in each.

• Click Add Folder to create a folder for related documents, such as correspondence or financial records.
• Move documents between folders by selecting them and clicking Move to Folder.
• Use a folder's actions menu to Rename or Delete it.

Uploading Documents

In addition to generating documents within Divorcepath, you can upload external files, such as PDF and Word documents, to the document library:

1. On the Upload document card at the top of the Documents & Forms page, click Choose file.
2. Select one or more files from your computer.
3. The uploaded files will appear in your document library alongside generated documents.

To upload straight into a folder, open the folder menu and drag files from your computer onto the folder. Selecting several files at once makes it quick to add documents such as disclosure received from the other party.

Filtering and Searching

When your document library grows, filtering options help you find what you need quickly:

• Filter by type — use the tabs to show All documents, or only Court forms, Agreements, Financial statements, or Uploaded documents.
• Search by document name to locate a specific file.
• Filter by content — use the All Fields menu to show documents that contain a type of information, such as party, income, asset, debt, child, or budget information.
• Filter by date — use the All Time menu or Pick a date to find documents from a particular period. Click Clear All to remove your filters.

To change the order of the list, drag a document by the handle at the start of its row.

Bulk Operations

You can perform actions on multiple documents at once using bulk operations:

1. Select multiple documents by clicking the checkbox next to each document, or use the checkbox in the header row to select them all.
2. Choose from the actions in the bar that appears above the list:
   • Download All — download the selected documents as files.
   • Move to Folder — move the selected documents to a different folder.
   • Delete All — remove the selected documents from the library.

Version History

Divorcepath saves versions of each document you edit automatically, so you can return to an earlier draft at any time. Open the document in the Document Editor and open the History panel to rename or star a version, compare it with the current document, or restore it.

Renaming Documents

To rename a document:

1. Locate the document in the document library.
2. Click the three-dot menu at the end of the document's row.
3. Select Rename and enter the new name.
4. Confirm the change.

Deleting Documents

To delete a document, click the three-dot menu at the end of its row, choose Delete, and confirm. Deleting a document cannot be undone, so exercise caution when deleting files. If you are unsure whether a document will be needed in the future, consider moving it to an archive folder instead.