How to Add Files and Emails to a matter How to Add Files and Emails to a matter

How to Add Files and Emails to a matter

 

  1. Navigate to the Emails & Files tab of a matter.

  2. On the right side of your screen, click on Browse to Upload.
    • File types accepted are PDF, Docx, Doc, PPT, PPTX, XLSX, XLS, JPG, JPEG, PNG, MSG, TXT.

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  3. The file is now stored within the matter.

Related to:

Matters

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