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How to: Upload a document to a matter

Aurora King

June 23, 2026 02:07
Updated

Open the Matter (or Order) you want to attach the document to, then go to the Documents tab.
Choose a Default Type, click Choose Files/Browse, select file(s), then click Add Document(s).
After upload, enter an optional description/tags if needed and click Submit—the document will appear in the list

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