Learn more about creating matters, managing participants and documents
Learn more about uploading, sharing and managing documents
Learn more about how to manage organizational details and members
Learn more about how to navigate the xchangedocs application
Yes. A Document Shared notification is emailed to the recipient, informing them of the document shared with them.
As a Premium subscriber, you can share documents with any recipient with a valid email address. Recipients who are not xchangedocs users will be required to activate a free Standard account to access their documents. The Document Shared Notification sent to the recipient will facilitate the activation process. Standard subscribers can share documents with Premium subscribers who initially share documents.
Members at your organization who are matter participants can access the documents. However, no one else can access the documents unless granted by a matter participant through document sharing.
Reasons why the matter is not visible:
Users who are registered members of the organization within xchangedocs can be matter participants.
Reasons why a user cannot be assigned to a matter:
An account administrator can request an upgrade to Premium. Select the Account Management option from the main navigation menu within the xchangedocs web application. The option to upgrade to Premium is offered on the Organizations details view.
Always use the latest web browser version for the best user experience and benefit from the browser vendor's security updates. xchangedocs takes advantage of new browser features and technologies. Running a dated browser version may result in you not being able to use xchangedocs functionality on offer.
Recent versions of the following browsers are supported:
Recipients are not receiving Document Shared notification emails
Behaviour: You shared a new document with a recipient via xchangedocs, but the recipient does not receive the Document Shared Notification email as expected.
Possible reasons: The setting to not send auto-generated Document Shared Notification emails was enabled when the document was shared.The email was flagged as spam, junk or blocked/filtered by the email service provider.
If the above checks are all negative, it may be the mail server blocking the emails. Ensure that firstname.lastname@example.org is added to the Safe Sender List with your organization's email server administrators.
Recipients cannot see document shared in the Recent Documents view
Behaviour: Documents shared with a recipient is not listed in the recipient's Recent Documents view
Multi-document download: Documents show as successfully downloaded, but only one is visible in the download location
Behaviour: When multiple documents are downloaded, the documents show as successfully downloaded by xchangedocs, but you can only find one in the download location.
Possible reason: Your browser's privacy and security settings may be preventing multiple documents from being downloaded and written to the download location.xchangedocs will request and download all selected documents from the cloud. Once downloaded by xchangedocs, you are notified that the documents were downloaded successfully. At this point, xchangedocs needs to hand the documents over to your browser to write the documents to the download location specified. If your browser setting blocks multiple document downloads, only the first document will complete the entire download process. The rest of the documents are blocked and discarded by your browser.To check and set your browser's automatic download setting for xchangedocs, log in to xchangedocs and follow the steps below:
On the address bar, right click on the Lock icon to view site information for xchangedocs. Locate the Automatic Downloads section on the list provided and enable the setting. Note - the Automatic Downloads setting will not show in the list if it is enabled.
Alternatively, if you are logged into xchangedocs and you already made an attempt to download multiple documents, the following icon will appear in your address bar when automatic downloads are disabled. Select the icon and allow xchangedocs to download multiple files.
The browser will remember this setting next time you download multiple documents on xchangedocs.
To set Automatic Downloads to be enabled for all sites, visit chrome://settings/content/automaticDownloads