How to disclose documents

Once you have added your documents and invited the opposing party or parties, you are now able to disclose documents through the platform. Documents can be disclosed individually or in bulk. Once disclosed, an automatic email notification is sent to the opposing party.

Watch the following video or refer to the instructions below:

How to disclose individual documents #

Reminder: You must invite an opposing party to the matter before you can disclose documents.

1. Select the Matter and open the folder of the file/s you wish to disclose
2. Tick the files and then click Bulk Actions
3. From the dropdown, select Disclose
4. Review the list of documents and then tick Disclose Immediately
   
   Note: Leaving Disclose Immediately unchecked, places the files in the Disclosed Documents > Draft with an (in draft) status in your index.

5. Click Disclose and you will now see a Disclosure number (Disc. #) and Disclosed date in your index

How to disclose all files on the matter #

Reminder: You must invite an opposing party to the matter before you can disclose documents. 

1. Select the Matter and click the Extras menu on the left
2. Click Upload History
3. Select the documents by placing a tick in the top square next to the Disc. # header – all your uploaded files will be selected 
4. Click Bulk Actions and then click Disclose
5. Review the list of documents and then tick Disclose Immediately
   
   Note: Leaving Disclose Immediately unchecked, places the files in the Disclosed Documents > Draft with an (in draft) status in your index.

6. Click Disclose and you will now see a Disclosure number (Disc. #) and Disclosed date in your index

How to disclose documents from your Draft #

1. Select the Matter and click the Disclosed Documents menu on the left
2. Click Disclose All in the top right hand corner
3. Click OK to confirm disclosure

Note: To delete a document/s from your draft list, select them using the checkbox and click Remove from Draft. 

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.