Documents

Every file that belongs to a case lives in one of two places: the company-wide Documents page in the main sidebar, or the Documents tab on the case itself. Both show the same underlying files; the case tab just filters to that one family.

The Documents page

The main Documents page lists every document your firm has drafted, split into two tabs:

• All shows every document, whether or not it is linked to a case.
• Templates shows your reusable templates, covered in Document templates.

From here you can start a blank document, import an existing .docx file, or open anything you already have. Use the search bar to find a document by title.

Note

Importing a .docx file works either as a one-off document or as a new template, up to 15 MB. Choose which one when you import it.

The per-case Documents tab

Open a case and go to its Documents tab to see everything for that family in one place. It is split into two sections.

• Drafts are documents created in Lethra’s editor, either blank or from a template, and linked to this case. Clicking one opens it in the document editor.
• Uploads are files you have added to the case: scanned certificates, signed forms, photos, anything that did not start life inside Lethra.

Uploads are grouped by document type (death certificate, burial permit, service contract, and so on), using the types configured for your firm.

Uploading a file

In the Uploads section, choose the document type from the dropdown, then either drag a file onto the drop zone or click to choose one from your computer. The upload shows its progress and appears in the matching group as soon as it finishes.

Previewing without leaving the app

Click any uploaded file to open it in a preview dialog. PDFs render directly in the dialog, so you do not need to download a file just to check what is in it. If a file cannot be previewed, Lethra tells you rather than showing a blank screen.

Use the download button next to a file if you need a copy on your own computer.

Sharing a document with the family

Each uploaded file has a share toggle. Turning it on makes that file visible to the family in the family portal; turning it off removes it again. The icon tells you the state at a glance: a share icon means the family cannot see it yet, a check mark means they can.

Caution

Sharing is per file and always something you choose. A document is never visible to a family because the agent prepared it, only because you turned sharing on for it.

The saved indicator

Drafts created in the document editor save automatically as you work. The editor header shows when the document was last saved, so you can tell whether what is on screen has actually been kept, without hunting for a save button.

Deleting

Both drafts and uploads can be deleted from their trash icon. Lethra asks you to confirm first, since deleting a draft removes the document itself and deleting an upload removes the file from storage. Neither can be undone.

Next

Building reusable documents: Document templates.