Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

Document Management System.mp4

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 =>

  • No labels