🧭 What Is the Doc Browser?

The Doc Browser is accessible from the Documents tab inside any Case. It allows you to manage all case-related documents in one place.

1️⃣Document Title and action icons:

Move or Copy document to a new or existing Event in the case

Edit document titles

Copy secure link to the document

Preview the document (no download)

Designate as Medical Exhibit

new: Event Background or Firm Important color for related Event. 

2️⃣Caisey Summary - AI‑generated summaries for each document.

3️⃣Document metadata - details about the documents
🆕New: Reorder the metadata columns to suit your needs!   

3️⃣Event Categories Filters - filter the document list to specific Event Categories

➡️ You can reorder the Document metadata columns to suit your needs. simply drag and drop. The order will be preserved across the application and will only affect your account.

🛠️ Tool Summary: Doc Browser

With the Doc Browser you can:

🤖 Create, review and approve AI summaries, Ask Caisey a question about your case! 📘 Learn more about Caisey here!

✅ Upload documents directly to a Case

✅ Drag and drop files from your desktop

✅ Add documents to specific Events

✅ Upload multiple documents at once

✅ Scan documents for dates to assist with organization

💡 Tip: You can also right-click any Event on the Case Timeline and select “Add a Document” to upload directly to that Event.

📝 Uploading Documents

🖱️Drag and Drop Files

❓When to Use: When you want to quickly upload documents from your computer to a Case

What It Does: The Document Upload Tool will appear. Fill in the required fields:

• Document Title
• Event Type
• (Optional but recommended) Document Date

When you drop several files into the Doc Browser, each document will appear in a tab across the top of the upload tool.

Click Upload to submit each document and automatically move to the next one.

⚠️ Note: Only Document Title and Event Type are required, but adding a Document Date improves organization and searchability.

📅 Adding a Document to an Event

You can also upload documents directly into an Event:

• Navigate to the Documents tab within the Event
• Drag and drop your document(s)
• Complete the required fields

💡Pro Tip: Use the right-click menu from the Timeline to upload documents

📁 Manually Uploading Documents

Prefer not to drag and drop? Use the Upload button in the Doc Browser ribbon to select documents from your computer.

• Click the Upload button
• Choose a document from your computer
• Fill in the required fields
• Click Upload

Mini Doc Browser

❓When to Use: When you want to see all documents associated with a specific Event on the Timeline

What It Does: Displays a list of documents for you to review and preview. 

✅ Key Benefits

• Streamlined document intake for every Case
• Multiple upload methods to suit your workflow
• Improved organization with date scanning
• Direct Event linking for better context

🚀 Stay Organized with the Doc Browser

The Doc Browser helps you upload, preview, and organize documents within a Case. Whether you're dragging and dropping files or linking documents directly to Events, this guide walks you through each method to help your team stay organized and efficient.

🧭 What Is the Doc Browser?

The Doc Browser is accessible from the Documents tab inside any Case. It allows you to manage all case-related documents in one place.

1. Document Title and action icons:

Move or Copy document to a new or existing Event in the case

Edit document titles

Copy secure link to the document

Preview the document (no download)

Designate as Medical Exhibit

new: Event Background or Firm Important color for related Event. 

2. Caisey Summary - AI‑generated summaries for each document.

3. Document metadata - details about the documents

   🆕New: Reorder the metadata columns to suit your needs!   

4. Event Categories Filters - filter the document list to specific Event Categories

➡️ You can reorder the Document metadata columns to suit your needs. simply drag and drop. The order will be preserved across the application and will only affect your account.

🛠️ Tool Summary: Doc Browser

With the Doc Browser you can:

🤖 Create, review and approve AI summaries, Ask Caisey a question about your case! 📘 Learn more about Caisey here!

✅ Upload documents directly to a Case

✅ Drag and drop files from your desktop

✅ Add documents to specific Events

✅ Upload multiple documents at once

✅ Scan documents for dates to assist with organization

💡 Tip: You can also right-click any Event on the Case Timeline and select “Add a Document” to upload directly to that Event.

📝 Uploading Documents

🖱️Drag and Drop Files

❓When to Use: When you want to quickly upload documents from your computer to a Case

What It Does: The Document Upload Tool will appear. Fill in the required fields:

• Document Title
• Event Type
• (Optional but recommended) Document Date

When you drop several files into the Doc Browser, each document will appear in a tab across the top of the upload tool.

Click Upload to submit each document and automatically move to the next one.

⚠️ Note: Only Document Title and Event Type are required, but adding a Document Date improves organization and searchability.

📅 Adding a Document to an Event

You can also upload documents directly into an Event:

• Navigate to the Documents tab within the Event
• Drag and drop your document(s)
• Complete the required fields

💡Pro Tip: Use the right-click menu from the Timeline to upload documents

📁 Manually Uploading Documents

Prefer not to drag and drop? Use the Upload button in the Doc Browser ribbon to select documents from your computer.

• Click the Upload button
• Choose a document from your computer
• Fill in the required fields
• Click Upload

Mini Doc Browser

❓When to Use: When you want to see all documents associated with a specific Event on the Timeline

What It Does: Displays a list of documents for you to review and preview. 

✅ Key Benefits

• Streamlined document intake for every Case
• Multiple upload methods to suit your workflow
• Improved organization with date scanning
• Direct Event linking for better context

🚀 Stay Organized with the Doc Browser

❓ Frequently Asked Questions

❓Where do I find the Doc Browser?
🟰The Doc Browser is located in the Documents tab inside any Case. It provides a centralized view of all documents associated with that Case.

❓What types of documents can I upload?
🟰You can upload any case‑related documents, including incoming mail, pleadings, medical records, reports, and exhibits. System file types, e.g.: .exe .sys are prohibited documents you cannot uplaod.

❓What are the different ways to upload documents?
🟰Documents can be uploaded by dragging and dropping files into the Doc Browser, using the Upload button, or by adding documents directly to an Event from the Timeline.

❓Do documents need to be attached to an Event?
🟰Yes. Every document is associated with an Event, which provides context and helps organize documents within the Case Timeline.

❓What information is required when uploading a document?
🟰A Document Title and Event Type are required. Adding a Document Date is optional but recommended for better organization and searching.

❓What is the Mini Doc Browser?
🟰The Mini Doc Browser appears when viewing an Event on the Timeline and displays only the documents associated with that specific Event.

❓What do the icons next to a document do?
🟰The icons allow you to preview a document, edit its title, move or copy it to another Event, copy a secure document link, and apply designations such as Medical Exhibit.

❓What does the color indicator next to a document mean?
🟰The color reflects the background color of the associated Event or your firm’s configured Important color, providing immediate visual context.

❓What is a Caisey Summary?
🟰A Caisey Summary is an AI‑generated summary of a document that helps you quickly understand its contents and ask questions about the Case.

Can I customize the Doc Browser view?
Yes. You can reorder document metadata columns by dragging and dropping them. Your column order is saved and applies only to your account.

Can I upload multiple documents at once?
Yes. When uploading multiple files, each document appears in its own tab within the upload tool, allowing you to complete required fields efficiently.

Does uploading a document delete the original file?
No. Uploading a document stores a copy in Casefriend and does not affect the original file on your computer or network.

The Doc Browser is designed to help your firm spend less time on administrative tasks and more time on client-focused legal work. If you have questions or need help getting started, reach out to Casefriend support or explore more articles in the Document Intake section.