Drag and Drop Options
In the MyAccount menu in Redbrick PM you can select what happens when you drag and drop files in.
The options are;
- Drop to Current Active Matter - this will just drop into the file you have open at the time.
- Always drop to a new tab and search. When you have this selected whenever you drag a document or email in this screen will popup, and you can select any case you'd like. This is useful for users who are dragging a lot of documents in to various cases (such as post room staff).
- Prompt user to choose preferred option each time. This will pop up with the following box, allowing you to choose either option above - the best of both worlds.
Related Articles
Drag and Drop files from out of the Document Screen
You can easily drag and drop files from the Document screen into email as attachments or to other locations such as your desktop or a folder. Simply highlight one or more documents and drag to another location outside of RPM including dragging them ...Assigning folders / Adding documents to folders
You are able to assign documents to one or more folders in the document screen. You can add documents to folders in three ways : To existing documents in the Document Screen When creating a new document from the Document Screen When importing/ drag ...Document Limit Hit / You cannot import any more emails as the maximum limit has been reached
If you receive a message such as; You cannot import any more emails as the maximum limit has been reached Or if you cannot create new document as the options are greyed out; This usually will mean that your matter is currently in a Quote type status. ...Creating Folders - Administrators
Within the Document screen, you can assign documents to one or more folders. This allows you to group related files together, making them easier to find. For example, you might use a Compliance folder for AML and source of funds checks, a ...Conditions on Task Triggered Actions (Administrator)
A variety of actions can be set against a task to be 'triggered' when the task is ticked, such as producing documents, emails, Land Registry actions, and SMS messages. However, there may be occasions where only want these triggers to be fired in ...