In each matter, a designated area known as the file history allows you to store all documents, emails, images, etc. This creates a centralised area for all data, giving additional options to search and group the file history for ease of use.
To add a document to the file history, use one of the methods below:
Drag and drop
Open File Explorer.
Tip: Resize File Explorer and Access Legal Case Management if using one screen.Navigate to the required Drive and Folder.
Select the File or Files.
Click on the selected File(s), drag to the file history in Access Legal Case Management, and then release.
Complete the details as required and then click Submit.
Select file button
Click Select File and then click Computer.
Navigate to the required Drive and Folder and select the File or Files.
Click Open and then complete the details as required.
Click Submit.