Envelopes Feature

How Do I Share Information with Other Trellis Users/Non-Users?

Share Ruling, Docket, and Document information with other Trellis users or non-users by clicking “Share” (otherwise referred to as our Envelope feature) and entering in the email address of the person you would like to share the information with.    


How to share a Docket: 

  1. View the Docket page you would like to share. 
  2. Click on the “Share Docket” and an Envelope will appear.
  3. Complete the To, Subject, and Body and click “Send Envelope”.

How to share multiple dockets: 

  1. While viewing Smart Search results, hover over a docket and a checkbox will appear.
  2. Click on the checkbox and an Envelope will appear.
  3. Complete the To, Subject, and Body and click “Send Envelope”.