Document Management

Store, organize, search, and share documents across your entire practice. Every document links to a case for structured organization.

Document List

The Documents page shows all documents across your firm. Each entry displays:

• File name — Original filename with type icon
• Case — Linked case number
• Uploaded by — Team member who uploaded the file
• Date — Upload timestamp
• Size — File size
• Actions — Download, preview, or delete

Uploading Documents

Click Upload to add files. You can:

• Drag and drop files directly onto the page
• Select multiple files at once
• Link each upload to a specific case

Supported formats include PDF, Word (docx), Excel (xlsx), images (jpg, png), and more.

Document Preview

Click on any document to open the built-in preview. PDF documents render directly in the browser. Word and Excel files can be downloaded for local editing.

OCR & Text Extraction

Praxis includes built-in OCR (Optical Character Recognition) for scanned documents. Upload a scanned PDF or image and Praxis will extract the text, making it searchable across your practice.

Document Creator

For generating new documents from templates, see the Document Creator page. It uses the Typst templating engine for professional legal document generation.

Exhibit Bundler

For producing a stamped, court-ready stukkenbundel from your case documents — numbered exhibit stamps, a clickable inventory and an e-deposit-ready PDF — see the Exhibit Bundler page.

Cloud Sync

Documents can be synced to cloud storage providers including OneDrive, Google Drive, Dropbox, Nextcloud, and any WebDAV service. See Cloud Files for configuration.

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