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Matter Documents

Matter Documents

Owned by Dakota Martin
Last updated: Mar 21, 2024

Uploading Documents and Other Files to a Matterin Actionstep Help Center

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Hands-on

Hands-on

  • Add a document to a matter via the ā€œUploadā€ 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.

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