Document Management > Add/update a document


Add/update a document

Amicus makes it easy to add documents to files.

This topic covers:

        Amicus documents

        New/Update

        Upload with details

        Save as PDF

        Generate Document from Templates

        Generate Document from a file or contact

        Save to Amicus from Word or Excel

Amicus documents

        Amicus Cloud storage: A copy of the original document is uploaded to the cloud and stored there for easy access by you and any other firm members who can access the associated Amicus file.

        Document details: An Amicus document details record (indicating the file, folder, category, author, notes, etc.) is attached to the uploaded document.

        Versions: After a document has been added to Amicus, the actual document might be edited (e.g. in Word). When you upload this newer version, you have the option of adding it as a new version of the existing Amicus document rather than as a separate or replacement document. The older versions are kept and may still be viewed.

        Format and size: Documents in any electronic format are allowed (Microsoft Word, Excel, Adobe Acrobat, images, text, etc.). There is a 50 MB limit per document.

        Invoices: A firm option can be set to have the PDF or Excel version of all finalized bills automatically saved as documents in the Invoices folder of the corresponding file.

New/Update

        From the Amicus taskbar in a Documents view, click Add/Update, the file is assigned by default.

Upload with details


        File – All documents must be assigned to a file.

        Author – Firm member who will "own" the Amicus document/version, not necessarily the person who created it.

        Add more Documents – Browse to and select one or more documents to add. Or simply drag and drop documents to the windo

        Add to Folder – Where the documents will be stored in the Amicus file.

        Category – Select a category from the drop-down list if you wish.

        Date – Date to be assigned to the Amicus document/version—set by default to the upload date (today).

        If document already exists – Choose what to do if an upload document matches an existing document—one with the same computer file name in the same folder of the same Amicus file.

o        Ask for each individual document that has a conflict—an option will appear under each conflict item in the Add Documents list

o        Always add it as a new Amicus document, with date and time appended to its name in the format filename_mmddyyyy_hhmm (e.g. contract_07192012_1445.docx)

o        Always add it as a new version on the existing Amicus document

o        Always replace the existing Amicus document

Save as PDF

The contents of the email are saved as a .PDF-format document on the file. It is then available from the Email folder in the Documents view of the file, and from the Documents main list. The document details are filled in automatically. Attachments on the email are not saved.

Generate a Document from Templates

From the Templates view of the Documents module, select a document template in the list and click Generate Document. Or in the template editor, click Generate

  

        Identify the file and/or contact to base the output on.

        Review the generated output.

        Enter document record details: document name, category, etc.

        Click Save to PDF or Save to Word.

Generate Document from a file or contact

      

        Identify the file and/or contact to base the output on.

        Find and select a document template.

        Click Generate.

        Review the generated output.

        Enter document record details: document name, category, etc.

        Click Save to PDF or Save to Word.

Save to Amicus from Word or Excel

From the Amicus Office Add-in in a Word document or Excel workbook, click Save to Amicus.

        (This feature is available once you've installed the Amicus Cloud Office Add-in. For details, see Use the Microsoft Office Add-in for documents and document templates.)

        Select the Amicus file and folder.

        Optionally select a category.

        Choose what to do if the upload document matches an existing document with the same computer file name in the same folder of the same Amicus file.

        Click Save.

        Edit document details, email a document, add notes, or view document versions

        View your documents list

        Customize document features

        Generate a document in Amicus

        Manage documents on a file


Amicus Cloud (January 2023)

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