Adding Files to Matters
Updated
by
Sophia
Every matter type, including custom matter types, allows you to upload your own files and documents and keep them securely with a specific matter.
- To upload a file, you’ll navigate to the details page of the matter.
- Next, open the “Documents” section on the right side of the page
- You can then click “Upload” or Drag files over that section.
The file will be imported into the matter, and will automatically indicate the “who” and the “when”.
After uploading the file, you can select “Options” to change the displayed name of the file, indicate the date the file was created (not uploaded to Alt Legal) and decide if any Contacts on the matter can see it.
You can click the file’s display name to download a new copy and at any time you can delete uploaded files from Alt Legal.
