How-To:Upload Document

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

1. In the "Me" section, click on "Matters" to open the Matter.
   
2. Matters Overview: Here you can see an overview of the matter.
   
3. There are upload buttons in both the documents tab and the create tab. Click "Upload Documents."
   
4. 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.