How to add files on tasks?

In Infino Legal, you can add files to tasks. If you assign someone to prepare a document, you can see the versions of that file on the task, and additionally, you can monitor the progress of the task. Moreover, you can add new file versions and comment on them so that the person responsible for the task knows what to change or whether the document has been approved. 

You can add files to tasks in two ways. 

Add a file to a task 

The first method is to add a file to a task. To do this: 

1. Go to the task. 
2. Expand the “Shared Files” field. 
3. Click “Add file”. 
4. Then, drag and drop, paste, or select a file from your computer by clicking the “Browse files” option. 
5. The file has been attached to the task. 

You can add any number of files. Files added in this way are also available in the “Files” tab of the case. 

Attach a file to a task while adding a file 

The second method allows you to attach a file to a task while adding the file. To do this: 

1. Upload the file/files to the system. You can upload a file by going to the “Files” tab in the main menu or on the specific case. 
2. Click the “Add file” button. 
3. Drag and drop the file or select a file from your computer. 
4. Select the case to which the file should be attached. 
5. Then, select the task to which you want to attach the file. 
6. Click “Upload” and you’re done. 

Preview files and add new versions 

After attaching a file to a task, you have the ability to preview the file. Just go to the task and click on the name of the added file. 

Additionally, you can add new versions of the file. To do this: 

1. Go to the task. 
2. Expand the “Shared files” field and click the three-dot icon next to the file name. 
3. Select the “Add a new version” option and upload the new file. 

Detach files from a task 

If an inappropriate file has been attached or you simply want to detach a file from a task: 

1. Go to the task. 
2. Expand the “Shared Files” field and click the three-dot icon next to the file name. 
3. Select the “Disconnect from task” option. 

Thanks to files attached to tasks, you have all the necessary information at your fingertips, and law firm employees have the ability to comment on and modify files if needed.