How to Upload Documents & Attachments to a Matter

📌 Matter attachments are separate from invoice attachments. These files are uploaded directly to a matter and are accessible to all matter participants.

Steps to Upload Attachments to a Matter

1️⃣ Go to Menu > Matters > View Matters.
2️⃣ Click on the relevant Matter Reference to open its details.
3️⃣ Select the Documents tab.

4️⃣ Drag and drop files or click Browse to upload.
5️⃣ Once uploaded, the file will appear in the document list.

📌 Important:

• Vendor law firm users cannot view attachments uploaded by clients.