Amicus makes it easy to attach documents to an Amicus file, for convenient access by you and other firm members.
● 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.
● Filter the list to documents in a particular folder – Every file has at least a General folder, an Email folder, and an Invoices folder. Add/Update: Add new documents on the file, and/or update existing documents with a new version. The documents will be uploaded to the cloud for storage.
● Author and date – If a document has multiple versions, the author and date of the latest version are shown in the list. For more information, open the Amicus document details.
● Details – Opens the Amicus document details (notes, versions, etc.). Notes that you create on a document are automatically associated with its file.
● View – Opens the actual document.
● Email – Sends an email with the document as an attachment.
● Delete – Permanently deletes the document from Amicus.
● Add Folder – Additional folder for organizing the file's documents.
● Delete folder – Permanently deletes both the folder and all its documents from Amicus.
● Move a document from one folder to another (or one file to another) – Open the Amicus document details and change the folder (or file assignment). If another document of the same name already exists in the new folder, you're prompted whether to give this moved document a unique name (keeping the two documents separate), or to combine them (including their notes and versions) and make this document the current version.
● Refresh – Click this button below the list to update the list now. The list is also refreshed whenever you sort it.
● Manage Dropbox or Box documents on a file
Amicus Cloud (January 2023)
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