Working with Documents: Uploading and Deleting Files
The ability to upload files is included in all subscription plans and is available in the following sections:
Tasks / Events (creation or edit modal, as well as in the task/event card)
Activities (modal and card)
Correspondence (modal and card)
Documents section
Contact card
Matter card
How to upload documents in Jusnote
Click the “Add Document” button or the corresponding icon.
Select one or more files from your computer.
In the upload modal, you will see the list of all selected files:
The document name is filled in automatically (based on the file name).
You can choose the document category and add other details (reminders, links, tags).
If one of the files is invalid (corrupted or has another error), the system will notify you before uploading.
Such a file can be removed from the list without deleting the others.
After filling in the details, click “Upload.”
If you are uploading a single file, it will immediately appear in the corresponding section.
If you are uploading two or more files, a “Upload Status” modal will appear where you can track the process.
For any document in Jusnote, you can set a personal reminder and leave yourself a note. This is especially useful for tracking important deadlines—for example, the expiration date of a power of attorney, a lease, or an agreement.
The system will notify you at the right time, so you don’t need to keep these dates in your head or track them separately.
Use clear file names on your computer—this will help you find the right document faster in Jusnote.
For critical documents (e.g., warrants or powers of attorney), be sure to check the relevant boxes.
Don’t forget to add tags—this speeds up future searches.
Deleting files
Any file can be deleted from Jusnote by a user who has the appropriate access rights.
Deleted files can be restored within 30 calendar days by the system Administrator.
Important to know
Supported file formats: .png, .jpeg, .tiff, .pdf, .doc, .docx, .rft, .opendocument, .exel
A reminder notification is sent only to the user who uploaded the file to Jusnote.
Files attached to an existing entity (Contact or Matter) from the “Documents” table can be deleted without restrictions by any user with access to that entity.
Files attached to a Task (Event), Correspondence, Matter, or Activity are automatically deleted from the “Documents” table when the corresponding entity is deleted.
To keep files in the system after deleting the entity, they should be uploaded directly through the “Documents” section.
Files attached to a Contact are deleted from the “Documents” table if the Contact itself is deleted.
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