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Attaching Documents to your Deadlines

DocketCalendar does not allow you to upload documents to your deadlines through the application. If you need documents attached to your calendar events, after you save your events to your calendar or calendars, you can open the events that you need to attach documents to and add them directly to the events on your calendar.

Although you can upload a document to an event, documents attached to events on your firm calendar will use memory and although this feature is supported with both Outlook and Google there are several considerations.

1) Documents added to events become duplicates which can lead to document proliferation.

2) Documents added to a Trial Trigger can create over 100 copies of the document on each calendar you add your events to. Even a 1 meg file stored in a trial on 5 calendars suddenly becomes 500 megs of data stored in your Outlook Calendar.

3) Too much data in your Outlook Calendar can lead to performance issues

4) Calendar events containing a physical copy of a document can be forwarded outside your environment inadvertently. Sending a copy of a deadline to apposing counsel or a deponent could include copies of sensitive information.

Document links do not add unnecessary data to your calendar and they come with built in security. Most shared files can be password protected so if you are using One Drive or Drop Box and someone not on your intended list for review rights to a document winds up with a copy of an event with your document link, they will not be able to view it.

File Sharing

Instead of adding a physical copy of your document to your events, we recommend inserting a link into the Description field in DocketCalendar events, which can be applied at the Case level if you want a link to your event available on all Case related deadlines, or you can insert a link into the Description field for any Trigger as you calculated deadlines, and you can also insert links into individual events.

For this article we will look at the two common file sharing programs. Dropbox, and OneDrive. Both of these file sharing programs have the same functionality so we will use One Drive as an example.

For OneDrive, open any file folder you have in OneDrive and right click on the file you want to share.

In the dropdown menu, click the Share icon.

A new window will popup with a Copy button that will copy a link to your document inside your OneDrive folder. Click the copy button.

Then go to DocketCalendar to past your link into your Case, Trigger or Event.

If you are calculating new deadlines, you can paste your link right in the Description field on the Create Events Screen. Once you calculate and save your events to your calendar, all of the events related to your trigger will have your event link.

If you have already created events that you want to add a document link to, you can edit the trigger to add your document link to all of the related events by editing the trigger. See View & Edit Triggers.

If you want to add a document link to a single event. See View & Edit Events

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