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.