Matters + Intakes v23 introduced the ability to attach and download documents from Referrals. This article will cover the ways to Download and Save documents from incoming Referrals as the Handling firm. For a guide on attaching documents to referrals, see this article.
Before Investigating a Referral
Incoming Referrals will show the number of attached documents in the '# Documents' field. Before choosing to 'Investigate' the Referral, Users will only be able to see the number of documents. The documents can't be viewed or downloaded until a User clicks Investigate.
Once a Referral has been Investigated
When a User clicks Investigate, the Actions Panel will refresh to reveal the 'Create Intake' action and new action 'Access Documents.' If there are no documents, the 'Access Documents' action will NOT appear.
Once a User clicks Access Documents your Org will have 30 days to save or download the documents.
Clicking Access Documents will open the document window, where Users will be able to see the file names and types, as well as Download or Save the Documents to Salesforce Files. All of the files will be selected by default. To download all of the documents in a zip file, click the Download Selected button.
To download documents individually, uncheck the documents you don't want to download > click Download Selected. Alternatively, click the Download Icon on the file you'd like to download.
Saving Documents to Salesforce Files
From the Access Documents window > click 'Add Selected to Salesforce Files' to save all documents to Salesforce Files.
Alternatively, files can also be added individually by selecting only the desired file and clicking 'Add Selected to Salesforce Files' or by clicking the + icon on the file you wish to save.
Downloading Documents from Matters or Intakes
All of the 'Access Documents' action on Matters and Intakes with associated documents. The Documents window has the same features it has on the Referral object.
Accessing Documents from a Closed Matter
Once a Matter is Closed, it must be reopened in order to access the attached documents. If the closed Matter came from LRN, it cannot be reopened.