My Groups User Guide

The Group feature allows Casenoter users to share content with colleagues. This guide explains how to apply for, manage, and use a Group Library.

What is a Group ?

A Group is a shared workspace where members of a defined group can collaboratively save, organize, and access Casenoter content. Groups are designed for professional or educational organizations such as:

• Law firms

• Barristers chambers

• University study groups

Important limitations:

• Each user can currently belong to only one Group at a time (this will change in future updates)

• Groups must meet specific criteria and be approved by Casenoter Admin

Applying for a Group

To maintain organization and quality, Casenoter carefully reviews all Group applications. Your group should be:

• A legitimate professional organization (law firm or barristers chambers)

• An educational study group affiliated with a recognized institution

• Composed of users who will actively collaborate on legal content

How to Apply

1. Submit a request through the Help Desk

   • Contact Casenoter Admin via the help desk system

2. Provide the following information:

   • Group name (e.g., "Hargrave Chambers", "Smith Legal", “Sydney UNI Study Group”)

   • Group type (law firm, chambers, study group, etc.)

   • Reason for creating the group

   • List of proposed members including:

     • Current Casenoter users (provide usernames/emails)

     • Non-members who should be invited (provide emails)

3. Wait for approval

   • Casenoter Admin will review your application

   • If approved, Admin will create the Group and configure initial settings

   • You will be notified when your Group is ready

Group Owner (Administrator)

The user who applies for the Group becomes the Group Owner with administrative privileges:

• Invite members to join the Group

• Remove members from the Group

• Manage Group settings (name, member list)

Group Members

Users invited to join the Group can:

• Access shared content in the Group

• Add content to the Group

• Search, browse, and filter Group content

• Collaborate with other members

Accessing Your Group

Once your Group is created and you're added as the Owner:

1. Locate your Group in the sidebar

   • Your Group will appear in the left sidebar navigation

   • Example: "Hargrave Chambers" will be listed below "My Binders"

2. Click on your Group name

   • This opens the Group view

Access Group management

1. Click on your profile icon (top right)

2. Select "Manage Group" from the dropdown menu

3. This opens the Group management interface

Inviting Members

As the Group Owner, you control membership:

1. Navigate to Manage Group (via profile menu)

2. In the Members field, click "Add members here"

3. Enter email addresses of Casenoter Member you want to invite

   1. If the person is an Existing Casenoter Members - they are now a Member of your Group - let them know!

   2. If the person is not a Casenoter Members they will need to create a Casenoter Account - get them to join Casenoter!

Removing Members

You can remove members at any time:

1. Go to Manage Group

2. Find the member in the Members list

3. Click the remove option next to their name

4. Confirm the removal

Updating Group Details

To modify Group information:

1. Access Manage Group

2. Update the Name field if needed

3. Verify the Owner email is correct

4. Click SAVE CHANGES to apply updates

Adding Content to the Group

Group members can add content using the same methods as personal content:

• Toggle “Add to Group” - On the Detailed Content screen toggle the “Add to Group”

• The content will be added to the Group

• The content will be accessible to all members of the Group

Searching Group Content

Use the Search function on the Group page:

1. Click the Search tab

2. Enter search terms to find content by:

   • Name of the content

   • Description of the content

3. Review search results

Browsing Group Content

Organize your search by browsing:

1. Click the Browse tab

2. Filter content by:

   • Area of Law

   • Topic

   • Keyword

Sorting Group Content

Organize content display by:

• Name (alphabetically)

• Date Created (newest or oldest first)

• Creator (by member who added it)

Click the column headers (Name, Creator, Date) to toggle sort order.