This article details DocsHub and its features within Unity® Practice Management
DocsHub is a document management system that brings all your files, emails, legal forms and other important documents together, safely, securely and centrally stored inside Unity®Practice Manaement
DocsHub is unique in that it delivers tight integration between all practice cases stored in your Unity® software and Microsoft Outlook, Excel and Word.
Get familiar with the new DocsHub Preview Pane
The DocsHub preview is a great way to view the document content quickly and easily, it’s also possible to download documents here and convert word documents & emails to PDF, as well as ZIP documents up. The preview pane allows you to:
- Preview Document without downloading (New)
- Read the Document
- Move through documents in ‘Read’ mode
- Download
- Download a Document and convert to PDF or to ZIP
- Convert various document types to PDF
- Word
- Excel
- PowerPoint
- Text File (New)
- Emails (New)
- Images (New)
- Edit document settings
- Amend Document Name
- Add & Amend Upload Notes (New)
- Move a document to the recycle bin
- Manage Document Labels
- Add/amend a Version Name (New)
- Document Details Pane
- View Document details, i.e., Author, modified details etc (Additional New Fields)