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Documents

When emails and attachments are uploaded to a matter via Lawtrac Connect, they are displayed in the destination matter (via Documents | Detailed List | Associated Documents area of the Main Matter Screen). Emails are uploaded as .msg documents and can be viewed, as can the attachments.

When uploaded, the Lawtrac Connect upload process adds a tag to the document name with the date added plus a control number, and Added via Lawtrac Connect is added automatically to the document Synopsis field. The tag number is unique to each Lawtrac Connect upload so if the same email (i.e., same email subject line) is uploaded more than once to a matter, the tag tracks which was uploaded first.

Documents

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