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Adding Files and Folders to Matters

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Add a New File to a Matter Record.

Add a New File to a Matter Record

  1. From the Document Management tab within a matter record, click Files & Folders.
  2. Click add new file located at the bottom left of your Files & Folders page.
    New File text boxes open on the right, allowing you to enter the necessary information for your file.
  3. Type the name of the file into the text field provided.
  4. Click Update File.
    The new file appears in the Files & Folders list.
  5. Add a folder to this newly added file by opening the file and clicking Add Folder.

Add a File

Add a New Folder to an Existing File

  1. Open a file.
  2. Click Add Folder at the bottom of the page.
  3. Enter the folder name in the text field provided, and provide any other optional information.
  4. Click Add Folder again to save and refresh.

Add a Folder

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