How to upload documents and attachments to a Matter

Ciara Clooney
Ciara Clooney
  • Updated

All client and law firm Matter participants can view and download attachments within a Matter. Vendor law firm users cannot see attachments uploaded by clients.

To upload documents or attachments:

  1. Navigate to Menu > Matters and click on the relevant Matter Reference.
  2. Select the Documents tab within the Matter details.

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  1. Drop files to attach or click browse to upload files.

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3. Once uploaded, attachments will be visible in the list of documents.

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