How to Add Files and Emails to a matter

Updated September 03, 2024 12:31

Navigate to the Emails & Files tab of a matter.
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.
The file is now stored within the matter.

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