Files Module Overview

What is the Files module? The files module is used to store files on AppColl servers such that they are accessible from anywhere using any web browser. As you add clients and matters, AppColl builds a tidy folder structure for you.  Default matter folders can be changed by following the  steps here . Files and Folders can be added, renamed or delete...

Send or Forward Emails into AppColl (Email Intake)

Please Note: This feature is only available in AppColl Plus. Click here for pricing and details on the plus features.  AppColl provides a mechanism by which users can send/forward emails into AppColl. AppColl converts the email to an .eml file and stores it in the appropriate location based on the email address, as shown in the table below. Specific...

Search and Browse Files in AppColl

AppColl allows you to search and browse for files or folders by name and a modified date range.  Go to the Files module. Click the Browse/Search button. Click the Search tab. Enter text for the file or folder you wish to search. (Optional) Enter a date range when the file(s) or folder(s) were last modified. Appcoll returns a list of all files and fo...

Upload Files to AppColl

You can easily upload single files into AppColl, or multiple files at once.  Go to the Files module. Browse through the directory structure until you find the directory in which you are going to store the file. You can click on the file names at the top of the table to easily traverse back up the directory structure. Once you have located the approp...

Download Files from AppColl

AppColl can download one or more files or folders to your local computer.  To download a  single file, follow these steps: Go to the Files module. Browse to the file you wish to download. Right-click on the File to save the file to your local hard disk.  Note: Depending on the browser and operating system you use, the syntax when right-clicking and ...

Rename Files or Directories

Any file or folder in the Files module can be renamed by following these steps:  Locate the file or folder you wish to rename in the Files module and select the associated Checkbox. Note: Only a single file or folder can be changed at once. Click the Rename button. Enter the Name of the file or folder. Click Ok....

Use Document Links (URLs) in Files Module

AppColl's Files module provides for storing documents in the cloud for easy access or archival from your AppColl account. But if some customers prefer using Dropbox, Google Drive, One Drive, Box  and other file sharing systems, AppColl allows for creating a document placeholder URL to the actual document stored in other 3rd party document storage sy...

Change the Default Matter Folders

AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named: If you have PM Plus, you will also have an email folder, where you can automatically bring emails into your files by including the i ...

Delete Files or Directories

Any files and folders can be deleted from AppColl by following these steps: Go to the Files module. Select the Folder and/or Files you wish to delete.  Click the Delete button. You will receive a confirmation message prompting you whether you wish to go through with the deletion. If items are accidentally deleted, they can be recovered from the Tras...