Sharing Documents

Share documents securely with clients, opposing counsel, or other external parties through Infera's flexible sharing system.

How to Share Documents

1. Click Shares in the matter menu.
2. Click New Share to start the sharing flow.
3. You'll see a list of all documents for this matter. You can filter and search documents just like in the main documents view.
4. Select the documents you want to share. You can:
   • Select individual documents
   • Use Select All on Matter to include every document in the matter
   • Use Select All on Page to select all currently visible documents
5. Click Continue to proceed to share details.

Share Details

On the share details screen, you can configure:

• Share Type: Indicate if this share is an Initial Disclosure or a Response to Request for Production (RTP).
• Recipient Email: Enter the email address of the party receiving the documents.
• Recipient Name: Add the name of the recipient or party (for your records).
• Message: Optionally include a message to the recipient.

Security and Access Options

Before creating the share, you can choose to enhance security:

• Password Protection: Require a password for access. If enabled, enter a password and share it with the recipient through a separate channel (phone, text, etc.).
• Expiration: Set when the share link will expire (Never, 7 days, 30 days, or choose a custom date).

Note: If you do not enable password protection or expiration, your share link will be accessible to anyone who has the link.

Creating and Sending the Share

• After filling in share details and security options, click Create Share.
• The recipient will receive an email with a secure link to access the shared documents.

Managing Shared Documents

• To view and manage all your shares, return to the Shares section in the matter sidebar.
• You can see a list of all documents you've shared, filter shares, and review details about each share, including activity by the recipient.

Revoking Access

If you need to stop sharing a document or group of documents:

1. In the Shares section, find the share you want to revoke.
2. Click the trash can icon to delete the share and revoke access.
3. Confirm the action if prompted.

The recipient’s link will immediately become inactive and they will no longer be able to access the documents.

Tracking Document Views

See when and how shared documents are accessed in Tracking Views.