📄 Document Management

Store, organize, and find case documents effortlessly. Praxis keeps all your files secure and searchable.

Uploading Documents

Multiple ways to add documents:

🖱️ Drag & Drop

Drag files directly onto the case window or documents panel.

📁 File Browser

Click Upload and select files from your computer.

📧 Email Import

Save email attachments directly to cases.

📷 Scan

Scan physical documents using your scanner or mobile app.

Supported File Types

Type	Extensions	Features
Documents	PDF, DOCX, DOC, ODT, RTF	Preview, text search, annotations
Spreadsheets	XLSX, XLS, CSV	Preview, data extraction
Images	JPG, PNG, TIFF, BMP	Preview, OCR text extraction
Email	EML, MSG	Preview, attachment extraction
Other	Any file type	Storage and download

Folder Organization

Organize documents into folders within each case:

Create custom folder structures
Default folders: Correspondence, Pleadings, Evidence, Invoices
Drag documents between folders
Nested subfolders supported

Document Properties

Each document tracks:

Name - Filename or custom title
Type - Auto-detected or manual category
Date - Document date (not just upload date)
Author - Who created/uploaded it
Tags - Custom labels for filtering
Notes - Internal annotations

Version Control

Never lose previous versions:

Upload a new version of any document
All previous versions are preserved
View version history and compare changes
Restore any previous version

Search

Find documents instantly:

Filename search - Search by document name
Full-text search - Search inside PDF and Word documents
OCR search - Search text in scanned images
Filter by type, date, tags

Document Templates

Create documents from templates:

Go to Templates in the sidebar
Create or upload a template (Word/PDF)
Define merge fields: {{client_name}}, {{case_number}}, etc.
Generate documents with fields auto-filled

📝 Available Merge Fields

{{client_name}}, {{client_address}}
{{case_number}}, {{case_title}}
{{today}}, {{lawyer_name}}
{{opposing_counsel}}, {{court_name}}

Cloud Storage

Documents are stored in Praxis Cloud:

Secure EU-based storage
Automatic backups
Accessible from any device
End-to-end encryption available

Sharing

Share documents with clients and colleagues:

Client Portal - Make documents available to clients
Secure Link - Generate a password-protected download link
Email - Send as attachment directly from Praxis

PDF Tools

Built-in PDF processing:

Merge multiple PDFs
Split PDF into pages
Add watermarks and stamps
Bates numbering for litigation
Redact sensitive information
Compare document versions

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