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.

Your files are securely held and encrypted in transit and at rest on our servers.
  1. To upload a file, you’ll navigate to the details page of the matter.
  2. Next, open the “Documents” section on the right side of the page
  3. 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.

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