🧭 What Is My New Documents?

Scanning and storing incoming mail and documents electronically is essential for running a paperless and remote law firm. Casefriend’s My New Documents feature makes it easy for attorneys to stay informed when new documents (e.g.: scanned mail or subpoenas) are added to their cases by others at the firm. This centralized view saves time and ensures nothing slips through the cracks.

You can view your own New Documents or another user's New Documents, if you have permissions.

To access My New Documents:

🖱️Profile Menu > My New Documents

With My New Documents, you can:

📄 View all newly added documents across your cases
👀 Preview or open documents without leaving your current case
🎯 Filter by document type (Subpoenas, Incoming Mail, or Documents)
🕒 Add time entries after reviewing documents
👁️ Mark documents as viewed or unviewed
🎨 When the Event associated with a document is assigned a background color or is marked as important, you will see the assigned color in My New Documents

💡 Tip: Incoming Mail is identified by an envelope icon for easy recognition.

📝 Using My New Documents

👀 Viewing and Previewing your New Documents

When you click the document name or the preview icon, the document will open for your review and will be marked as Viewed on the My New Documents page.

• ⚠️ A viewed document remains on the My New Documents list until you Remove it. 

📘 Learn more about document previews

🔎 Filtering by Viewed Status

My New Documents now includes Viewed and Unviewed filters in the upper‑right corner, giving you quick control over what you see.

By default, All documents are shown. You can narrow the list at any time by clicking the Viewed or Unviewed filter.

Each filter displays a live count. Click the count to instantly view only the documents that match that status.

This makes it easy to focus on documents that still need review, revisit items you’ve already looked at, or quickly confirm your review progress.

🎨 Event Color Visibility in My New Documents

My New Documents now displays Event colors, giving you instant visual context about why a document matters before you even open it.

Event background colors carry through to My New Documents. When a background color is applied to an Event, that same color appears on all related documents in the My New Documents list.

⚠️Important mail is clearly highlighted. When staff marks a document as Important and your firm has configured an Important color in Firm Settings, that color is displayed in My New Documents.

This makes urgent, high‑priority, or time‑sensitive documents immediately recognizable, reducing review time and helping attorneys focus on what matters first.

👥 Viewing Another User’s My New Documents

My New Documents also allows authorized attorney managers and staff to view another user’s My New Documents list. This is useful for coverage, supervision, and workload visibility.

When viewing another user’s My New Documents, you are seeing a read‑only view of their notifications.

In this mode, you can:

👀 View documents awaiting review by the selected user
📄 Preview documents for awareness and oversight
🔎 Monitor document flow and pending review items

In this mode, you cannot:

❌ Remove documents from another user’s My New Documents
❌ Add time entries on behalf of another user
❌ Mark documents as viewed or unviewed for another user

This limitation ensures each user retains control over their own review, billing, and notification workflow.

❌Removing Documents

You can remove documents from My New Documents. Removing a document from My New Documents does not delete it, it remains in its case file.

To remove documents from My New Documents:

right click on document and select Remove from My New Documents or Remove all from My New Documents.  

⚠️ Important: Removing a document from My New Documents cannot be undone.

⚠️ Only YOU can remove documents from My New Documents. 
 

⏱️Adding Document Review Time

You can easily add your document review time by right clicking a document and selecting Add time entry

✅ Key Benefits

• Centralized view of all new documents across cases
• Quick access to previews and full documents
• Integrated time tracking for reviewed documents
• Helps attorneys stay organized and responsive

❓ FAQ: Viewed & Unviewed Filters

❓What are the Viewed and Unviewed filters?
🟰These filters let you control which documents appear in My New Documents based on whether you have already opened them.

❓What is shown by default?
🟰All documents are shown by default. Both Viewed and Unviewed filters are active when you first open My New Documents.

❓How do I view only Unviewed documents?
🟰Click the Unviewed count in the upper‑right corner. The list will instantly update to show only documents you have not opened.

❓How do I view documents I’ve already reviewed?
🟰Click the Viewed count to display only documents you have already opened.

❓What do the numbers next to each filter mean?
🟰Each number shows a live count of documents matching that status. Clicking the number applies the filter.

❓Does marking a document as Viewed remove it from My New Documents?
🟰No. Viewing a document updates its status, but it remains in My New Documents until you remove it.

If you have questions or need help using My New Documents, reach out to support@casefriend.com or explore more articles in the Managing Documents section.