PBI Web Portal Non-Case Documents: Difference between revisions
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Please note that PBI attorneys cannot add non-case documents to the system. Only staff may do that. | Please note that PBI attorneys cannot add non-case documents to the system. Only staff may do that. | ||
[[ | [[File:Staff - Non-Case Documents.mp4]] | ||
Latest revision as of 14:43, 10 July 2018
Your organization may have a brief bank of some sort that you would like to make available to your PBI attorneys. If the organization desires to make non-case specific documents available to their PBI attorneys, those documents may be added to the non-case document system. To access that system, in the menu, navigate to Add-->Other-->Document Noncase. The non-case document system screen will look like that shown in Figure 59.
Add a document to this system as you normally would. To make the document available on the Portal, right-click on the document and choose properties. Check the box next to “Available to PBI Attorneys on the PBI Website”. Only documents saved in the SQL server are available to PBI attorneys in the Web Portal.
Please note that PBI attorneys cannot add non-case documents to the system. Only staff may do that.