Cosmolex Native Document Storage for Financial Documents

How to create and set-up storage for financial documents

Cosmolex has released their Native Document Storage. You can now add documents without utilizing Box or Dropbox applications. While this was intended for client files, it is also a great way to keep your financial documents directly on Cosmolex, eliminating the need for multiple document storage systems.

In order to store the financial documents in Cosomolex, you must first enable Native Document Storage, create a new client and a related matter in which to store the documents. If access to the financial documents should be limited, you can restrict access based on a unique matter owner.

Note: In the examples below, we will create a new client (Admistrative), with a related matter (Financial). We will also create a unique matter owner (Administrator) for this matter.

Enable Native Document Storage in Cosmolex

Path: Setup / Firm Settings / Apps / Doc Apps / Cosmolex: Turn On

Restrict Access to Stored Financial Documents - add unique matter owner

Path: Setup / Matter Owner / Add

Enter: Administrator

Create a New Client

Path: Contact / Client / Add

Name: Administrative

Create a New Matter

Path: Matter / Add

Client: Administrative

Matter Name: Financial

Matter Owner: Select: Administrator

File #: 1000

Custom Label / Add: Administrative

Managing Folders within the Matter

Path: Matter

Select: Financial

(Cosmolex Native Storage is displayed in the navigation pane, on the left.)

Create Financial Folders within the Internal Documents Folder

(In the example below, the documents are saved based on Accounting Year.)

Path: Administrative matter

Select/Highlight: Internal Folder

Click: Add

Select: Folder

Enter: 2016 Financials

Create Sub Folders within 2016 Financials Folder

Continue to Create Sub Folders

Manage Files / Documents

Path: Administrative matter

Select/Highlight: Internal Folder

Click: Add / File

Browse: Locate and select file

Click: Choose to upload

If you have any questions or need further assistance, please email me at edita@nisoffice.com.

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