Help
deen

Create and fill a Dossier

You create a Dossier in the sidebar. A short assistant asks for a name, access, AI instructions and documents. Only the name is required; you can add everything else later.

At a glance

  • A Dossier holds up to 2,500 files and 5 GB.
  • It takes PDF, DOCX, PowerPoint, Excel and emails (EML, MSG).
  • In the Dossier you find the sections Start, Files and Chats.

How it works

  1. 1
    Hover over Dossiers in the sidebar and click the plus.
    The sidebar with the plus for a new Dossier
  2. 2
    Name the Dossier, for example after the matter. You can add a short overview right away.
    The first step of creating a Dossier: its name
  3. 3
    Choose who may access it: Private, Specific people or Everyone in your team.
    Choosing who may access the Dossier
  4. 4
    Set AI instructions if you like, such as which party you act for, or click Skip.
    The field for AI instructions and the “Skip” button
  5. 5
    Drag your documents into the window or click Upload files. If Microsoft 365 is connected, you can also bring them in From SharePoint.
    The step for uploading the documents
  6. 6
    Click Open your Dossier and ask your first question.

If it doesn't work

If a file won't upload, check format and size in the article Which files can I upload, and how many?. Write to us if it still doesn't work.

This might help too

Still have questions?

Email us: contact@getcasus.com

Start for free