PBI Web Portal PBI Attorney NonCase Documents

The organization may provide documents to private bar attorneys for their use in practice for the organization or for general use in their practice. These documents appear in the Documents section of the Portal. Access the Documents by clicking on “Documents” in the main menu. The Miscellaneous Documents web page appears with a tree view of the documents available. The tree view allows the organization to categorize documents based on whatever method they desire, as shown in Figure 34.

If a folder has a plus sign (+) next to it, there is something within that folder. Click on the plus sign to open that folder and display its contents. If the attorney wants to open a document, just click on the document. This downloads the document to the attorney’s computer. Depending on the Operating System and web browser, the document may open immediately, or there might be a prompt to save the file for opening once the download is complete.