Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Edit Documents

  1. Last updated
  2. Save as PDF
Edit documents in Lawtrac.

Important Note: Users are able to update a document name while uploading it to Lawtrac. However, the new name will not be reflected in Lawtrac. The original file name that is saved will be the file name received in Lawtrac.

Select an uploaded document to update information about the document.

Edit Documents Associated with a Matter

  1. From the matter, click the Document Management tab.
  2. Click the name of the document to open the detail page.
  3. Edit the fields on the Edit Document Data page. Use Tab on your keyboard to move to the next text box. If a change has been made, the green circle target icon icon indicates that the information has been saved.

Editing Matter Document Information

Edit Non-Matter Related Documents

  1. From the Document List in the Documents module, click the document_info icon of the document.
  2. Edit the fields on the Non-Matter Related Document Info page. Use Tab on your keyboard to move to the next text box.

If a change has been made, the green circle target icon icon indicates that the information has been saved.

Edit a Non-Matter Related Document

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
  2. Tags
    This page has no tags.