Once you have set up your document storage solution, you can manage your documents from the application.

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From Matter Details

To upload documents or folders:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter and scroll down to the Matter's Summary.
  3. From the tabs atop the Matters summary section, click Documents.
  4. On the Documents screen, single-click the applicable subfolder.
    The subfolder's contents display.
  5. From the toolbar, click Add > Add File.
  6. In the Add File browser, to the far right of the Choose File field, click Browse.
  7. In the browser window, locate the file you want to add.
  8. Single click the file to highlight it. To select multiple files, press and hold the Ctrl (Windows) or Command (Mac) key and then single-click the files to highlight them.
  9. Click Open.
    For single files, the file name populates the Choose File field. For multiple files, a file list displays at the bottom of the screen.
  10. Click Upload.
    The system uploads the files to the subfolder and displays them onscreen.

From Documents

To upload documents:

  1. From the left navigation panel, click Documents.
  2. To access the matters folders, click the expand icon.
  3. To search for a specific matter, click the magnifying glass icon and enter the matter's name.
  4. On the Documents screen, single-click the applicable matter's folder.
  5. Click the subfolder within which you want to add your document.
    The folder's contents display on the right half of the screen.
  6. From the toolbar, click Add > Add File.
  7. In the Add File browser, to the far right of the Choose File field, click Browse.
  8. In the browser window, locate the files you want to add.
  9. Single click the file to highlight it. To select multiple files, press and hold the Ctrl (Windows) or Command (Mac) key and then single-click the files to highlight them.
  10. Click Open.
    For single files, the file name populates the Choose File field. For multiple files, a file list displays at the bottom of the screen.
  11. Click Upload.
    The system uploads the files to the subfolder and displays them onscreen.