Files in matter

Internal files can be added to matters. Simply drag and drop or select a file from your computer when adding or editing the matter. To access the files, view the matter, and click on the ‘Files’ tab. 

To add a file to a matter

1: Select 'Matters' from the left navigation bar

2: Search for the desired matter then click the 'Files' tab

3: To upload a file, select the white '+' sign

4: Drag & drop desired files. Since you have already selected the contact and matter, the parent folder should remain on 'current folder.'

5: Click 'Upload files' to confirm the upload.