Quick Tips

Attaching a file to an event

To attach a file to an event in DocketCalendar, it's recommended to use a link to the document rather than attaching a physical copy directly. This method is more efficient and avoids consuming additional storage space in your calendar. Here are the steps to attach a file via a link, using OneDrive as an example, but the process is similar for other file-sharing services like Dropbox:

  1. Open Your File-Sharing Platform: Navigate to the folder in OneDrive (or your chosen file-sharing service) where the document you want to share is located.
  2. Share the File: Right-click on the file you wish to share, then click the "Share" icon in the dropdown menu. A new window will pop up.
  3. Copy the Link: In the sharing window, click the "Copy" button to copy the link to your document within your OneDrive folder.
  4. Paste the Link in DocketCalendar:
  5. For a Case: If you want the document link to be available on all case-related deadlines, insert the link into the Description field at the Case level in DocketCalendar.
  6. For a Trigger: If the document is relevant to specific deadlines calculated by a trigger, insert the link into the Description field for that Trigger as you calculate deadlines.
  7. For an Individual Event: You can also insert links into the Description field of individual events as needed.

This method allows you to share important documents related to your events without directly attaching files, maintaining accessibility while avoiding the drawbacks of file duplication and excessive memory usage.

Browse more tips...

Ikonik Icon
Search