Add New Document

It is recommended that matter-related documents be added from within the matter itself; this way the document is automatically associated to the correct matter.

1. Select the Document Management tab within a matter assignment.
2. From the sidebar on the right, click Upload Document to open a pop-up window.
3. Click the Browse button to open your Windows Explorer box and select a file.
4. Click Open and fill in the information as you would when adding a document to the Lawtrac Document Bank.
5. Click Upload to confirm.

Note: Click the  icon to view allowed file types.