Accessing the Drive
In a portfolio or matter, click the “Drive” tab to access the drive module. You will be able to see all the folders & documents you have access to for that portfolio and the matters within it.
Navigating the Drive
You can open a document by double-clicking on it or clicking “View document” through the options menu of the document. The document will open in a new tab.
Clicking on the "Info button" allows you to view extra information such as who has access to the document or who uploaded the document.
To open a folder, simply double-click on the folder. You will then be able to see all the documents & sub-folders you have access to within that folder and the key information on the right-hand panel.
When navigating the drive folders, the folder structure will be displayed above the drive index so you can refer to it to understand what folder you are in.
You can also search for documents by using the search bar. The search will return any folder or document that corresponds to your search terms. You will also have an indication of which folder the document is in below the document name.