Overview of CP Hub and functionality available.
Looking for a document storage solution? Check out our CP Hub demo video! In this short, informative clip, you'll learn how our software can help you store and manage your documents efficiently.
CP Hub - Overview
CP Hub is a cloud-based solution for managing legal case documents. It connects with CasePacer to provide seamless storage, access, and organization for emails, records, and case files. Each case created in CasePacer website has a root folder created in the CP Hub.
The root directory contains two primary directories, which are read-only by default to maintain document integrity:
- Emails: Stores all case-specific emails, including those from CasePacer and emails you add directly. Files added or removed here will sync with both CP Hub and the CasePacer website.
- Records: Stores documents, images, videos, and related files for a case. Files added here are accessible from the case "Documents" tab, with changes syncing across both platforms.
CP Hub - Connection
There are several methods to install CP Hub on your computer, depending on whether you are using a Mac or Windows system. Please refer to the following articles for detailed installation steps.
Setting Up CP Hub on a Windows Computer
Setting Up CP Hub on a Mac Computer
CP Hub - Website View
The "All Records" view within the case documents tab in CasePacer provides a mirrored folder structure for easy document navigation and filtering. Any changes made to the folder structure are automatically synced in CP Hub, ensuring efficient document management.
See Article Navigating CP Hub on the Web
CP Hub - Moving Files to Folder in The Web
To efficiently organize documents in CasePacer, use the "Edit Record" feature. By selecting the desired folder for your newly created document during the creation process, you can save time by avoiding the need to locate and move the file manually in CP Hub.
See Article Organizing Folders and Files in CP Hub
CP Hub - Manage Credentials
CP Hub credentials might be stored by Windows for automatic login to CP Hub. However, if your login details change (CasePacer username or password), you can access them through the Windows Credential Manager for editing.
See Article How do I update my credentials if my CasePacer password changes?