How to attach a new document to a matter?
1. Click on the Matters tab present on the nap bar.
2. Select a matter in which you want to add a new document.
3. Click on the Documents tab appearing on the panel and click on the ‘+ Upload Files’ button to attach new documents.
4. Select the file or document you want to upload, fill in the required details, and click on the Save button.
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How to add new matter in MatterSuite?
Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...How do I upload a new document into MatterSuite?
Go to the Documents tab. Click Upload Files. Choose the file from your computer. Click Open, and the file will upload.How to Send a Document for E-Signature (Electronic Signature)
1 Go to the Document section. 2 Click the File only and select the PDF. 3 Click the E-Sign icon 4 Select Recipients for Document Signing and proceed for the signature. Refer to the image belowHow to add a new motion in the Matter?
Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .How can I create a new task?
Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.