Systems and methods for creating a Token and using it to operate and modify a case file in a document management system are described. An exemplary embodiment of a Token includes a representation of a case file. A Token may include a representation of a document associated with the case file, where the representation may include a brief description or visual summary of the document with an associated link to an electronic version of the document. In another exemplary embodiment, the Token may be used to facilitate retrieval and viewing of an electronic version of a document using its associated link. In another exemplary embodiment, the Token may be used to update the case file based on user input on the Token.