Who is this guide for?
Any documents you have stored locally, or on a network drive, can be uploaded to the matter history against your clients to enable a fully paperless office.
To add a new document, you can use either of the methods below.
Drag & Drop
To add an item to the matter history using the drag and drop method, first select the client/matter to which you’d like to save the file, and ensure you are sitting in the Matter History. Next, in file explorer, navigate to the folder in which your local/network/USB drive document is held, then simply drag it from the folder and into the matter history of the client/matter you wish to save it to.
You can upload multiple documents at the same time in this way:
Manually add a document
You can also use the New option to add a document, or a note to the matter history.