If a Client Un-Shares a Document With Me in Caseway, Will I Still Be Able to Access it?

If a Client Un-Shares a Document With Me in Caseway, Will I Still Be Able to Access it?

If a Client un-shares a document with you in Caseway, you will no longer be able to access that document. Here's how you can avoid this:

  1. Once you receive a document from the client, save it directly to the document section of the matter. If it becomes unshared, the document will still exist in the matter itself. It is as simple as dragging the document from "Shared with me via Caseway" into your document folder structure:





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