Skip to main content

Using the Documents tab on a matter

Summary:
The Emails & Files tab on a matter is replaced by the Documents tab.
The Documents tab has a new layout. It does the same things as Emails & Files did, so you can keep working the way you do today.

Where do I find the Documents tab?

Open a matter and select the Documents tab. It’s in the same place Emails & Files used to be.

What can I do in the Documents tab?

You can do everything you could do in Emails & Files.

Can I create folders?

Folders are available to customers with Advanced Matter Management (AMM). If your account doesn’t include AMM, you’ll still see the Documents tab, but without folders.

To learn more about folders, see: Organizing matter documents with folders (AMM)

Did this answer your question?