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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 blue circle white i icon to view allowed file types.

Add a Document

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