Attaching files to a matter

To add files from your computer to a matter:

1. Navigate to the Folder tab
2. Select Upload in the top toolbar
3. Choose the files you wish to add, up to 10 at a time and 100MB each

If a file has the same name as one already on the matter, choose Replace to send the existing file to the trash and add yours, or Rename to keep both. Invoices and documents sent for e-signature are kept rather than replaced. Uploaded Outlook (.msg) and .eml files can be converted into emails on the matter, which moves the uploaded file to the trash.

You can also drag and drop files from your computer onto the matter.

Tip

Make use of our Plugins to attach documents and emails directly from Word and Outlook.