Document Management is available at the Xakia Plus and Xakia Advance subscription levels.
To activate Document Management, an Administrator will need to:
- Click on 'Admin' in the top navigation menu
- Click 'Xakia Plus' or 'Xakia Advance' on the left hand menu
- Navigate to the 'Document Management' tab
- Toggle the 'Enable Document Management' to 'On'
You can make the 'Documents' tab available on all matters automatically here also, or allow this to be added on a matter-by-matter basis.