Files are a critical part of any transaction, and Legatics makes it easy to manage them efficiently within your lists. Whether you’re uploading new files, managing versions, integrating with document management systems like iManage and NetDocuments, or downloading files for review, Legatics provides the tools you need to stay organized.

This guide walks you through every aspect of uploading and managing files, ensuring your document management remains seamless and effective.

Tip: The drawer is a great way to take actions and see information about files in a row

Heads-up: Legatics integrates with document management systems. If an integration with a specific system isn’t enabled, users won’t see the option to use that system in the platform.

Uploading files

Prerequisites: You need the upload permission on the file column

Note: These actions can be taken from the drawer. For simplicity, this isn't detailed. But it basically works the same.

As new documents

Hover over the file cell column in the list you want to upload a new document to
Click on the + Add or drag file button that appears
In the drop-down select your upload source
Browse for the file you want to upload.
Click Open to select the file
Select who can view the version
Once uploaded, the file will appear in the selected cell

You can also drag and drop from your computer to add a new document

As new versions

Hover over the document you want to upload a new version for
Click on the three dot menu that appears
Select Upload version from in the drop-down that appears
Select the upload source
Browse for the file you want to upload
Click Open to select the file
Select who can view the version
Once uploaded, the version number will update

You can also drag and drop from your computer over a document to add a new version

Saving versions

Prerequisites: You need the view version permission on the version

Note: When you're working in the grid, you're always saving the latest version. To save earlier versions, go to the drawer.

As new documents

Hover over the document you want to save
Click on the three dot menu that appears
Select Save as new document in the drop-down that appears
Select the saving source
Browse for where the file should be saved

Tip: Pressing on the file icon also downloads the latest version to your computer (or opens it in your browser, if it's a PDF)

As new version

Prerequisites: You've got the iManage or Netdocuments integration turned on

Hover over the document you want to save
Click on the three dot menu that appears
Select Save version to in the drop-down that appears
Select the saving source
Browse for where the file should be saved

Version history

The version history of a document shows all the versions uploaded, who uploaded them, and when they were uploaded. To access it, either go to the drawer for a specific row or from the grid:

Hover over the document you want to see the version history for
Click on the three dot menu that appears
Select Version History

Viewing files

Prerequisites: You've got the iManage or Netdocuments integration turned on

Note: You can't view files natively in Legatics (except for PDFs, which open natively in our supported browsers when you press on the icon)

If a version has been saved to your document management system, a permanent icon will appear next to the version (both in the grid and in the drawer). When you see this icon, you can view the version natively in your system by pressing on the icon. Alternatively:

Hover over the document you want to save
Click on the three dot menu that appears
Select Open in NetDocuments or Open in iManage (as applicable) in the drop-down

Editing versions

Prerequisites: You need the edit all or edit own permission in the column

Note: This work (except for promoting) can be done in the grid on the latest version of a file. To do the work on other versions, you need to do it from the drawer, which these articles focus on.