DMS Training Videos

Watched?	Topic
	Getting Started with DMS
☐	General Overview (4:14)
☐	Where are my files? Using Outlook and DMSforLegal (0:38)
☐	How are matter spaces created? Which will I see automatically? (0:33)
☐	Subscribe or unsubscribe User or Matter from Outlook (3:09)
	Viewing and Opening Files in DMS
☐	Viewing your files (1:21)
☐	Add a file to a Matter (4:16)
☐	Tags and tagging a document (4:33)
☐	Documents in Word (0:58)
☐	How to open Word documents in App in SharePoint (1:01)
☐	Documents in Adobe Acrobat (2:00)
☐	How to save a Word document as a PDF (1:59)
☐	Version Numbers (4:37)
	Advanced Document Tasks
☐	Document info in Word, including Author, Document ID & Matter ID (1:56)
☐	Attach document to email (2:57)
☐	Make files available offline with OneDrive (1:12)
☐	Import multiple files (1:37)
☐	Upload files to sites like E-Filing, DocuSign (1:07)
	Searching for Files in DMS
☐	Basic search for a term (1:10)
☐	Search refiners (0:52)
	Filing Emails in DMS
☐	How to file emails (3:36)

Related Articles
DMS Quick Save by Matter
Follow the steps below to access and save files to DMS without having to be subscribed to the DMS Matter. How to save emails to a DMS Matter 1. First, copy the Matter ID from Clever Case. Make sure you don’t copy the Matter ID that is hyperlinked! 2. ...
Clever Case Time Keeping Cheat Sheet and Billing Standards
Cheat Sheet for Time Keeping and Billing Standards in Clever Case, please see Team Policy & Procedures for more information. UPDATED: 12/14/23
DMS Saving & Versioning Cheat Sheet
Overview of topics covered: SharePoint DMS for Legal utilizes Microsoft SharePoint to manage documents and emails. This means that everything you “process” into DMS lives within SharePoint. You can access documents within Outlook but the most ...
Clever Case Client Identification Policy
Policy Statement: Gravis Law and its practitioners must accurately identify Gravis Law’s Clients and Associated People to effectively track Matters, serve Clients and comply with the Rules of Professional Conduct. It is imperative that Gravis Law ...
Clever Case Matter Creation or Updates
Here is the standard operating procedure for creating or updating fields in client matters in Clever Case. A quick guide/cheat sheet is also included below. UPDATED: 4/13/2023

Related Articles