Documents & Templates

Documents are first-class citizens in ProGuard Legal. Every document supports versioning, checkout/check-in for editing, and categorisation.

Where documents live

  • Under a matter — in the matter's Documents tab. These are working files for a specific case or transaction.
  • In the library — see Library for reusable content.
  • As templates — see below.

Uploading a document

From a matter's Documents tab:

  1. Click Upload
  2. Choose the file
  3. Add metadata (category, description)
  4. Save

Versioning

Every upload creates a new version of the document. Earlier versions are preserved and can be viewed at any time. This means you never lose work when someone uploads a replacement.

To see the version history, open a document and look at its Versions panel.

Check-out / check-in

To prevent overwrite conflicts when multiple people edit the same document:

  1. Check out the document when you start editing — others see it's locked
  2. Edit the file outside the app
  3. Check in the updated version when done

Categories

Documents can be assigned a category for filtering and reporting. Administrators can manage the list of categories.

Document templates

Templates are reusable document skeletons with merge fields — placeholders that get filled with data when you generate a document from the template.

Managing templates

Admin → Document Templates — firm administrators upload and manage the template library.

Using a template

From a matter or the documents area:

  1. Pick a template
  2. Select the merge values (matter, client, dates, etc.)
  3. Render — the app generates a document with the placeholders filled in
  4. Save it to the matter or library

This is how firms rapidly produce standardised letters, engagement letters, pleadings, and contracts.

Related docs