In CaseLocker, the Contact is the individual that signs in to CaseLocker to complete forms. This would be the client or their representative.
In order for a Contact to log in, they must have an email. To log in, the Contact goes to your CaseLocker website (Example: https://demo.litigationlocker.com/) and enters their email. CaseLocker will then send an email to the Contact with a link to sign in. There are no passwords for clients to enter, and no user management required.
Creating a new Contact
To create a new Contact, navigate to the "Contacts" tab and select "+ New Contact".
In the dialog that appears, fill out the necessary information. At a minimum, a last name is required.
If an email is not provided, the Contact will not be able to sign in, nor communicate in CaseLocker. You can still use the Contact to add forms and fill out those forms internally, but an email is required to send messages and to allow the Contact to fill out forms, upload files, and message you within CaseLocker.
The contact unique identifier is a field to allow your organization to enter their internal resource locator. For example, a case/client number.
For accounts with SMS features enabled, entering a Cell Number will allow CaseLocker to send messages, reminders, and form notifications to the Contact, as well as email.
The Contact Overview
After you create a contact, or click on an existing contact, you'll be taken to the Contact Overview page.
By default, Contacts are disabled. You will need to click the blue "Enable Contact" button to enable the contact and allow messaging and sign in.
The Contact Overview page has 4 parts:
- the top info panel - which displays the contact's name, unique ID, email, tags, and when the user last attempted to log in
- the form templates panel - which displays all forms added to the contact, including their party name, form number, tags, status, and last updated information; and allows you to add new forms to the contact.
- the files panel - which displays all files uploaded to the contact by the contact or by your organization
- the contact log panel - which displays all messages and notifications sent by CaseLocker or your organization to the Contact, and any messages/replies the Contact has sent.
The top info panel also has an edit button, to edit the contact's information; a disable contact button, to disable the contact and prevent logging in or future messaging; and a Get Login button, to get the link that CaseLocker would send the Contact to log in.
The Get Login functionality should only be used to retrieve a log-in link for the Contact, and should not be used to emulate or act on behalf of a Contact. The Contact Portal should only be accessed by the Contact, as the Contact Portal permits Contacts to initiate signing ceremonies. Signing on behalf of a Contact violates your Terms of Service, and may constitute fraud. Certain device details are logged by DocuSign when you attempt to sign a document.