Satchel

Documents and deadlines

Choose Current matter before adding documents or deadlines. Each original file may be up to 1 MiB.

Save an original

  1. Open Documents. Under Add a document, choose Original file.
  2. In Who can read it, select Everyone assigned to this matter or Uploader and principal only.
  3. Choose Save original.

The file appears under Originals & versions. Use Download version 1 or the corresponding version link to retrieve its original bytes. A private document is available only to its uploader and the principal, subject to their current firm and matter access.

The original uploader or principal can add a revision: choose Append version on the existing document, select the new Original file, then Save original. This retains the earlier versions and the document's visibility. Use Cancel to return to adding a separate document.

Propose and confirm a deadline

  1. Open Deadlines. Under Propose a deadline, enter Deadline title, Date, Timezone, and Source and citation.
  2. Use an IANA timezone such as America/New_York. Check the date against the cited source.
  3. If available, select Source document (optional). The proposal links the document's current version. Otherwise leave External source / no uploaded document selected.
  4. Choose Propose deadline.
  5. The principal or a lawyer reviews the proposed record under Dates to act on, enters a Review note, then chooses Confirm deadline.

Only confirmed deadlines are active. Satchel records the date and timezone you review; your firm determines the correct deadline from its source.

Record completion or review a changed source

For a confirmed deadline, the principal or a lawyer enters What was done (evidence or reference) and chooses Mark complete. Expand Decision history to see recorded actions, people and times.

Appending a new version of a linked source document supersedes its earlier pending or confirmed deadlines. Review the new source, propose the appropriate deadline again and have a lawyer confirm it. Erasing a source document also invalidates affected deadlines.

Document erasure is managed by the principal in Team & safety. See Backup and restore before erasing originals.