How-To:Upload Document: Difference between revisions

Revision as of 11:19, 11 July 2024

When uploading a document, you are bringing it from outside the software into the system. We’ll focus on manual uploads.

In the "Me" section, click on "Matters" to open the Matter.
Matters Overview: Here you can see an overview of the matter.
There are upload buttons in both the documents tab and the create tab. Click "Upload Documents."
Browse for Documents: A browse panel will open, allowing you to locate documents on your local PC. You can also drag and drop documents into this window.

5. Handle Attachments: By default, the extract feature separates attachments into individual items. If you don’t want them extracted, turn off the extract option. You can also manually extract attachments.

6. Set Destination: Choose where the document will reside (e.g., a matter or a contact).

Use the search function to select the appropriate destination. This determines the document's permissions. Choose a storage location if needed. Most practices will use the default location.

7. Choose Document Type:
- You can select a document type such as "Correspondence" or "Generic".
- If the document type doesn’t require additional information, the document will be catalogued automatically.
- You can also defer choosing a document type until later.
  
  8. Upload and Process: Click "Upload." The upload window will minimise, processing items in the background. You can continue working while the documents upload. If there are any issues, you will be alerted.

@@ Line 1: / Line 1: @@
-== How to “Upload” Document(s). ==
+When uploading a document, you are bringing it from outside the software into the system. We’ll focus on manual uploads.
+# In the "'''Me'''" section, click on "'''Matters'''" to open the Matter. [[File:Step 1 - Uploading by Software.png|none|thumb]]
+# '''Matters Overview''': Here you can see an overview of the matter.[[File:Step 2 - Uploading by Software.png|none|thumb|500x500px]]
+# There are upload buttons in both the documents tab and the create tab. Click "'''Upload Documents.'''"[[File:Step 3 - Uploading by Software.png|none|thumb|500x500px]]
+# '''Browse for Documents:''' A browse panel will open, allowing you to locate documents on your local PC. You can also drag and drop documents into this window.[[File:Step 4.1 - Uploading by Software.png|none|thumb|500x500px]]'''5. Handle Attachments:''' By default, the extract feature separates attachments into individual items. If you don’t want them extracted, turn off the extract option. You can also manually extract attachments.[[File:Step 4.3 - Uploading by Software.png|none|thumb|500x500px]]'''6. Set Destination:''' Choose where the document will reside (e.g., a matter or a contact).[[File:Step 6.1 - Uploading by Software.png|none|thumb|500x500px|[[File:Step 6.2 - Uploading by Software.png|none|thumb|500x500px]][[File:Step 6.3 - Uploading by Software.png|none|thumb|500x500px]]Use the search function to select the appropriate destination. This determines the document's permissions. Choose a storage location if needed. Most practices will use the default location.[[File:Step 6.4 - Uploading by Software.png|none|thumb|500x500px]]]]7. '''Choose Document Type:'''
+#* You can select a document type such as "Correspondence" or  "Generic".
+#* If the document type doesn’t require additional information, the document will be catalogued automatically.
+#* You can also defer choosing a document type until later.  [[File:Step 6.5 - Uploading by Software.png|none|thumb|500x500px]]8. '''Upload and Process:''' Click "'''Upload'''." The upload window will minimise, processing items in the background. You can continue working while the documents upload. If there are any issues, you will be alerted.
-# Open the app and go to the “Document”  section. Click the arrow, then select "Upload Document(s)”.[[File:Step 1 - Create Document.png|none|thumb|500x500px]][[File:Step 1.1 - Upload Document.png|none|thumb|500x500px]]
-# Then you have 2 choices, browse a file in your computer or to extract a file. [[File:Step 2 - Upload Document.png|none|thumb|500x500px]]
-# The file you’ve chosen will be automatically reflect on the screen and you will chose what type this file is, it can be “Correspondence”, “Generic” or “choose later”.[[File:Step 3 - Upload Document.png|none|thumb|500x500px]]
-# Then click upload. [[File:Step 4 - Upload Document.png|none|thumb|500x500px]]
-# If you want to check the document that you created, just go to the left side of your screen and click the “Documents - All Documents”.[[File:Step 5 - Upload Document.png|none|thumb|500x500px]]
 [[Category:How-To]]