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Document Management

The Document Management guide covers how to add documents to a matter, send documents via email, edit, and arrange document folder structures.

Lawtrac allows documents to be uploaded to matters so they can be shared with other corporate staff and outside counsel (if designated).

Select the Document Management tab at the top of the matter record screen. Documents here are initially opened in Documents List, and can be further refined by selecting one of the options in the gray sidebar on the right side of the screen.

Document Management Tab

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