Once the appropriate matter has been selected, click on the email or attachment to be added and drag it into the box.
Note: The upload process may take a few seconds to start. Do not repeat.
If the drag/drop into Lawtrac Connect is successful, a green Success bar displays in the drag-drop area.
Note: The success bar indicates that it has been successfully pulled into the Lawtrac Connect temporary holding area, not necessarily that it was pulled successfully into the matter record.
If you drag an email attachment (document) with an unauthorized extension to a matter, that document is not added to the matter. The user receives an automatic “Unauthorized File Upload” internal message in Lawtrac. The green success bar may appear, however, signifying the file was transferred, but it is not accepted by the application.