Sharing exports
Share export packages thoughtfully — with the right people, through secure channels, and only when you’re ready.
Overview
Once you download an export, it lives outside SeraCase under your control. Share only with people who should see the materials, using secure methods your counsel recommends. SeraCase keeps your live case private; shared files follow ordinary file-sharing risks.
Why this feature exists
A carefully organized case deserves careful delivery. Good sharing habits protect privacy after materials leave the product.
Step-by-step
- 1
Confirm the audience
Know who should receive the package — for example your lawyer — before you send anything.
- 2
Review the package contents
Open the download and scan for sensitive pages you didn’t mean to include.
- 3
Choose a secure channel
Prefer counsel’s recommended portal, encrypted email, or another agreed secure method over public links.
- 4
Send and confirm receipt
After sending, confirm your recipient received the correct version. Avoid resending outdated packages.
Best practices
- Label versions with dates so nobody works from an old package.
- Don’t post export files to shared family drives unless that’s an intentional, consented choice.
- If you shared too much by mistake, tell the recipient and follow counsel’s guidance.
Productivity tips
- Keep a one-line log: date shared, recipient, package name.
- Export fresh after major additions rather than patching old zips by hand.
Common mistakes
- Emailing sensitive packages without checking recipient addresses.
- Assuming SeraCase can revoke a file after you’ve already emailed it.
Frequently asked questions
Can other SeraCase users see my export?
Other users cannot access your private case. Once you download and send a file yourself, that copy follows ordinary sharing rules outside the product.
Should I share my SeraCase login instead of exporting?
No. Keep your account private. Use Export (or counsel’s preferred process) rather than sharing passwords.
Screenshots
Illustration placeholder — product screenshot coming soon.
Sharing exports screenshot placeholderHelpful links
Related articles
- Exporting your case
Create a downloadable package of your case materials when you’re ready to share or keep an offline copy.
- What is included in an export
Understand what typically goes into an export package so you can prepare the right materials.
- Can other users access my case?
Your case is private to your account — here’s what that means, and how sharing should work instead.
- Is my information secure?
A calm overview of how SeraCase protects your case materials — encryption, private cases, and practical steps you control.
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