LawConnect - Sharing Folders

How To

When you share a folder securely via LawConnect the folder becomes an active share folder, allowing for real-time collaboration.

Correspondence items you create, edit or delete in the active share folder, will be visible to LawConnect users instantly.

Documents no longer need to be re-shared every time they are updated or modified as the latest version of the documents in the shared folder will be available to recipient(s) instantly.

Click to edit heading

Before sharing documents with your clients or other parties, you may want to notify them that you'll be sharing matter correspondence using LawConnect for the duration of the matter. You can share this information with your clients to let them know how to use LawConnect.

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Share a Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select a folder listed in the Correspondence List or create a folder containing items you wish to share.

To share multiple folders, select the first folder then hold down the Ctrl key on your keyboard and continue to select other folders you wish to share.

Click to edit heading

Only root folders can be shared, and you will receive an alert if you try to share a folder within a root folder.

Click Share on the toolbar.

The selected folder is displayed as an attachments at the top of the LawConnect window.
Cards associated with the matter are listed in the Recipient(s) field. Select the person(s) you wish to share the folder with.
Select an Access option:
- Sign In to view - requires the recipient to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.

Click to edit heading

The recipient can now request a one-time access link to view when you select the Access - Sign In to view option if they have not signed up with LawConnect yet.

You can write an optional Message To Recipient(s).
Click Share.

The folder iconwill change to show that the folder has been successfully shared and all contents are active.

Shared recipient(s) can also upload files to your matter after you have shared a document or folder with them. Your client / Recipient(s) have the option to upload files to the active folder you shared or to a new folder they create.

If a folder is shared with another LEAP user and they wish to save the folder to a matter, they will need to first download the folder to their computer, then import it into LEAP.

You can use the LawConnect - View Shared Items window to monitor and change the document's status. To find out more click LawConnect - View Shared Items.

Manage Access for a Shared Folder

From the LawConnect Manage Access window, you are able to:

Revoke access to the shared folder
Add new recipients to share the folder
Change access level for the shared folder

There are two ways to manage a user's access to a LawConnect folder:

Via Matter

Stop Sharing a Folder

To stop sharing a folder:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select the shared folder and click the drop-down arrow next to and then select Manage Access.

You can also right-click on the shared folder and select Manage LawConnect Access.
Next to the relevant recipient(s), click the drop-down menu under the Access column and select Revoke.
Click Update.

Once you have revoked access to the shared folder, the User-added image icon will no longer display alongside the folder in the Correspondence List.

When you revoke access, the recipient(s) can no longer view the shared folder via LawConnect.

Add Recipients to a Shared Folder

To add more recipients to the shared folder:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select the shared folder and click the drop-down arrow next to and then select Manage Access.

You can also right-click on the shared folder and select Manage LawConnect Access.
Click Add Recipient.

The LawConnect Share Folder window will open.
Cards associated with the matter are listed in the Recipients field.

Select the person(s) or enter the email address you wish to share the folder with.
Select the Access option for the folder.
- Sign In to view - requires the recipient(s) to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
You can write an optional Message to the recipients.
Click Share.

Change the Level of Access to a Shared Folder

To change the level of access for a recipient:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select the shared folder and click the drop-down arrow next to and then select Manage Access.

You can also right-click on the shared folder and select Manage LawConnect Access.
Select the new Access option for the folder for each relevant recipient.
- Sign In to view - requires the recipient(s) to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
Click Update.

The recipient(s) will be notified via email that access to the folder has been updated by your firm.

Via Shared Items

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the folder for all users at once, right click the item and instead, select Revoke Access.

In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The item will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared folder via LawConnect.

Stop Sharing a Folder

To stop sharing a folder:

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the folder for all users at once, right-click the item from the Shared Items window and instead, select Revoke Access.

In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The item will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared folder via LawConnect.

Add Recipients to Shared Folder

To add more recipients to the shared folder:

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.
Click Add Recipient.

The LawConnect Share Folder window will open.
Cards associated with the matter are listed in the Recipients field.

Select the person(s) or enter the email address you wish to share the folder with.
Select the Access option for the folder.
- Sign In to view - requires the recipient(s) to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
You can write an optional Message to the recipients.
Click Share.

Change the Level of Access to a Shared Folder

To change the level of access for a recipient:

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.
Select the new Access option for the folder for each relevant recipient.
- Sign In to view - requires the recipient(s) to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
Click Update.

The recipient(s) will be notified via email that access to the folder has been updated by your firm.

Share a Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Select a folder listed in the Correspondence or create a folder containing items you wish to share.
Right-click on the folder and select Share Securely Via LawConnect.

The Share Folder window will open.

Click to edit heading

Only root folders can be shared, and you will receive an alert if you try to share a folder within a root folder.

Cards associated with the matter are listed in the Recipients field.

Select the person(s) or enter the email address you wish to share the folder with.
The only Access option for folder sharing is Login to view which requires the recipient(s) to sign in or create a LawConnect account.

Click to edit heading

The recipient can now request a one-time access link to view if they have not signed up with LawConnect yet.

You can write an optional Message To Recipients.
Click Share.

Once the folder has been shared, an icon will display alongside the folder under Correspondence.

Shared recipient(s) can also upload files to your matter after you have shared a document or folder with them. Recipient(s) have the option to upload files to the active folder you shared or to a new folder they create.

You can use the LawConnect - View Shared Items window to monitor and change the document's status. To find out more click LawConnect - View Shared Items.

Manage Access for a Shared Folder

From the LawConnect Manage Access window, you are able to:

Revoke access to the shared folder
Add new recipients to share the folder
Change access level for the shared folder

There are two ways to manage a user's access to a LawConnect folder:

Via Matter

Stop Sharing a Folder

To stop sharing a folder:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the shared folder and select Manage LawConnect Access.

The Share Folder window will open.
In the Access section, click the drop-down menu and select Revoke.
Click Update.

The icon will no longer display alongside the folder in the Correspondence.

When you revoke access, the recipient(s) can no longer view the shared folder via LawConnect.

Add Recipients to a Shared Folder

To add more recipients to the shared folder:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the shared folder and select Manage LawConnect Access.

The Share Folder window will open.
Click Add Recipient.

The LawConnect Share Folder window will open.
Cards associated with the matter are listed in the Recipients field.

Select the person(s) or enter the email address you wish to share the folder with.
The only Access option for folder sharing is Login to view which requires the recipient(s) to sign in or create a LawConnect account.
You can write an optional Message to the recipients.
Click Share.

Change the Level of Access to a Shared Folder

To change the level of access for a recipient:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the shared folder and select Manage LawConnect Access.

The Share Folder window will open.
Select the new Access option for the folder for each relevant recipient.
- Sign In to view - requires the recipient(s) to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
Click Update.

The recipient(s) will be notified via email that access to the folder has been updated by your firm.

Via Shared Items

Stop Sharing a Folder

To stop sharing a folder:

Click > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the document for all users at once, right click the item and instead, select Revoke Access.

In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The folder will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared folder via LawConnect.

Add Recipients to a Shared Folder

To add more recipients to the shared folder:

Click > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.

The LawConnect Manage Access window will open.
Click Add Recipient.
Cards associated with the matter are listed in the Recipients field.

Select the person(s) or enter the email address you wish to share the folder with.
You can write an optional Message to the recipients.
Click Share.

Change the Level of Access to a Shared Folder

To change the level of access for a recipient:

Click > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the folder required.
Right-click the item and select Manage Access.

The LawConnect Manage Access window will open.
Select the new Access option for the folder for each relevant recipient.
- Sign In to view - requires the recipient(s) to sign in or create a LawConnect account.
- Anyone with the link can view - allows anyone to preview shared items without creating a LawConnect account or logging into LawConnect.
Click Update.

The recipient(s) will be notified via email that access to the folder has been updated by your firm.

Last Modified Date

14/01/2026 10:56 pm

Title

LawConnect - Sharing Folders

URL Name

Sharing-Folders-via-LawConnect-CA

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