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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

The Documents tab is the file room for a Journey. Every PDF, image, intake form, signed contract, and uploaded record lives here — searchable, categorized, and tied permanently to this case. [Screenshot: Documents tab with a drag-and-drop uploader area on top and a list of uploaded files grouped by category beneath]

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What you can do

  • Drag and drop files (or click to browse) to upload
  • Categorize uploads (medical record, intake form, signed contract, photo, correspondence, etc.)
  • Tag files for search
  • Preview PDFs and images inline without downloading
  • Download original files
  • Delete (firm admin only, with retention rules)
Files uploaded here also appear (where appropriate) on the Medical tab when categorized as medical records, and on the Disbursement tab when generated as part of closeout.

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Folders and organization

Documents can be grouped into firm-defined folders (e.g., Intake, Medical Records, Pleadings, Demand, Settlement). Your firm admin sets the folder structure once; every Journey uses the same scheme so anyone on the team knows where to look.

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Where to go next

Deep dive: Admin, Settings & Cross-Cutting → Document Management covers folder configuration, retention policies, bulk import, document tagging strategy, and the firm-wide document search.