Uploading Documents to Matters

Uploading Documents to Matters

1. Click on Matters in the left pane of Thread and go to the desired matter.   
   

2. Go to the Documents tab on the top pane. 




3. Click the drop-down arrow and select Upload from computer to upload a document. 


Or drag and drop a document from your desktop to the documents list. 



NotesThe document must be less than 2000 MB to upload.  


4. When finished, click Upload 

5. The document will appear in the matter Documents page, where you can edit it at any time. 


InfoIf you need to upload documents to a folder in a matter, Click the Folders button in
the Documents page, select the folder where you want to add the document then drag and
drop the documents in that page and click Upload. 


IdeaClick here to find out how to import documents from a OneDrive folder. 


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