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Info

https://support.actionstep.com/support/solutions/articles/150000020011-matter-documentsin 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 =>