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https://youtu.be/-Jd4r4XWQOsDocument Management System.mp4

Info

https://actionstep.zendesk.com/hc/en-us/articles/360001037768-Matter-Documents in Actionstep Help Center

 

Hands-on

  •  Add a document to a matter via the “Upload” button on the Matter Documents screen.
  •  Add a document to a matter by dragging it from a folder on your computer and dropping it in the Matter Documents screen.
  •  Sort documents.
  •  Search documents.
  •  Delete document.
  •  Upload .DOCX, convert to PDF.

 

Continue to Matter Tasks =>