Who can use this feature?
👤 Standard, Contributor, In-House Legal, or Administrator roles
🔑 Requires access to both the matter/contract and the specific files or folders within it.
You may often need to transfer files or folders between various matters or contracts, whether from matter to matter, from matter to contract, from contract to contract, or vice versa.
This short article aims to provide helpful information on how to do it effectively.
A. To attach a file or folder, first, open the matter or contract to which you want to add it. Next, click the Files tab and then select Attach files.
B. Browse to find the matter, contract, or knowledge category from which you want to retrieve files. Alternatively, use the search bar to search for a file/ folder name.
In order to see all the files relating to a particular matter, you'll need to click on that matter, either from the recent list or after searching for the matter by name. Alternatively, use the same search bar to search for a file name irrespective of the matter name.
The search and recent files functionality are the same for contracts. You will also be able to select a contract document in addition to any files in the supplementary files tab for that contact record.
C. Click on the box to the left of the file or folder, and the Attach File button at the bottom will turn teal and attach the files or folders you have selected. To cancel, select Cancel.
For a visual representation of the process, check out this short animated video:
