Accessing a Document Locker

To view the Document Locker for a client, at minimum, you must have the Client Collaboration - Request Dashboard - Document Locker - View permission, as well as permission to access that client. This basic permission level allows you to view the list of files in the Document Locker and preview files stored there. Additional permissions are required to upload, download, or delete files.

To access the Document Locker for a client, do the following:

1. If you are not already on a Requests page, click , and then select Requests.
2. Do one of the following on the Requests dashboard, depending on the location of the request: 
• To open a workflow status page, click the status name or status wedge in the Request Status section.
• To open the Reopen status page, click View reopen requests on the Reopen tile.
• To open the Overdue status page, click View overdue requests on the Overdue tile.
• To open the Error status page, click View errors on the Errors tile.
3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click for the request, and then select View files in Document Locker.

Navigating the Document Locker

The layout and functionality of the Document Locker is roughly the same for both client users and firm users, with a couple of exceptions noted below. If you need to assist your clients in using Document Locker you can use this information for guidance.

Tabs

For firm users, the main portion of the window includes two tabs:

• All Files. Lists all files uploaded by either the client or by firm staff. This list is also what is visible to your clients.
• Deleted Files. Visible only to firm users who have the Client Collaboration - Request Dashboard - Document Locker - Delete permission. Lists files that either were manually deleted or have reached their expiration dates. Files can remain on this tab for up to 30 days, unless they are purged prior to that time. See Deleting Files in a Document Locker for more information about this tab.

Filters

If needed, you can use the Filters section on the left side of the window to narrow the list and find specific files. If the Filters section does not display, click above the list to reopen it.

To use the filters, select options for one or more of the filters, and then click Apply.

Pagination Controls

You can change the number of files listed on a single page by selecting a different number in the Results per page list to the bottom left of the list. To navigate between pages, click the arrow buttons or a specific page number on the bottom right.