1) To upload documents to a matter, click on “Documents” sub-menu section as shown below:
2) The system will navigate the user to the “Documents” sub-menu section as shown below:
3) The Documents section will display the document files, categorized based on the matter reference number.
4) To upload a new document, click the Upload button on bottom right.
5) The Edit button will pop-up two sub-buttons as shown below:
6) Click on top most button, with “Upload” caption.
7) A pop-up will be displayed as shown below:
8) User can upload document with the following methods:
- Click on “Choose File(s)” button and select documents from the local drive.
- Drag and dropping documents from the computer to the “Upload File(s)” window.
9) Uploaded document files will be displayed on the Item list.