Document Ledger

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The Document Ledger

Outstanding items requested by counsel. Document references attached are pointers only — actual files live in your Dropbox.

Overall Completion —

— of —

Status

All Pending In Progress Complete N/A

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Add Item

Create a new line item and assign it to a person. A Dropbox subfolder will be auto-created if the integration is connected.

Category

Title

Description (Optional)

Assigned To

Attach Document Reference

Record that a document has been received. The actual file should live in Dropbox.

Filename / Description

Date Received

From / Source

Dropbox Link (Optional)

Notes (Optional)

Manage People

Add, rename, or remove people. Adding a person auto-creates a Dropbox folder. Removing leaves their items unassigned.

Name

Role

Email (Optional)

Settings

Configure the project name, master Dropbox folder, and Dropbox connection.

Project Name

Master Dropbox Folder

Auto-Create Folders

Auto-create a folder for each person Auto-create a subfolder for each item

Dropbox Integration

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