Manage attachments for a legal request

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Upload supporting documentation, such as documents, email copies, images, or any other files into a legal request while you are working on it.

    Antes de Iniciar

    Role required: sn_lg_ops.legal_fulfiller

    Por Que e Quando Desempenhar Esta Tarefa

    You can also use these artifacts as a reference material to solve similar requests in future.

    If the external storage option is enabled, you can manage document access for users to see these attachments. For more information, see Document access in a legal request.

    If the Privileged and Confidential status is enabled on a legal request, you can change the permission of attached documents from the Privileged Document Access tab.

    Procedimento

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Click the list icon (List icon).
    3. In the Lists tab, open a legal request by selecting an option under Legal Requests.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a request to work on.
      3. If the request is newly assigned to you, select Start Work to start working on the request.

        The state of the legal request is Work in progress and the document is Legal review.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a request to work on.
    4. Opcional: Manage documents in the legal request.
      OptionSteps
      Using the attachment icon

      The attachment icon Attachment icon. appears in the Counsel Assist side bar when the external storage option is not enabled.

      1. In the Counsel Assist sidebar, select the attachment icon.
      2. In the Attachments pane, add, rename, or remove attachments.
        • To upload a document, select the Browse button or the add attachment icon (Add attachment icon.) and select a file.
          Nota:
          The Browse button is available when the legal request has no attachments else the add attachment icon Add attachment icon. is available.
        • To rename an attached file, select the actions icon (Actions icon.), select Rename and update the file name.
        • To delete an attached file, select the actions icon, select Remove.
        • To download an attached file, select the actions icon, select Download.
      Using the Documents tab

      The Documents tab appears when the external storage option is enabled.

      • Upload a new document.
        1. In the Documents tab, select Attach and select a file.
        2. On the New Document form, select Attach file link and select a file.
        3. Select Save.
        In the Documents tab, a link to the document is listed in the External URL column of the documents list.
      • Remove an attached file.
        1. In the Documents tab, select a document from the list that you want to delete.
        2. Select Delete.
        Access to these documents to various users is controlled in multiple ways. For more information on managing document access, see Document access in a legal request.
      Using Privileged Document Access tab

      The Privileged Document Access tab appears when Privileged and confidential status is enabled. The document permission is marked as Privileged & confidential when the request status is set as privileged and confidential, and resets to Public when the status is removed. Access to these documents for users is controlled by the Assignment group permissions.

      Change permissions for documents.
      1. In the Privileged Document Access tab, select the check box next to the document for which you want to change the permission.
      2. Select Manage Access.
      3. Select the option applicable.
        • Privileged and Confidential – Protects documents under legal privilege and confidentiality. Use this option for sensitive communications between an attorney and client.
        • Legal Work Product Protected – Restricts access to internal legal analysis, drafts, or investigation notes prepared in anticipation of litigation.
        • Public – Marks documents as freely shareable externally without restrictions.
      4. Select Update.