How to I make a copy of a document?
1. Click on the Matters tab present on the nap bar.
2. Select a matter in which you want to make a copy of a document.
3. Click on the Documents tab and, then click on three dots present in front of the document name in the right side.
4. Click on “Make a copy”.
Related Articles
How can I create a document using a template?
Go to the Documents tab. Click Create From Template. Select your template from the list and confirm. Save the document with a name.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 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 do I search for a document?
Go to the Documents tab. Click the Search bar on the right side. Type the document name. The matching files will appear.How can I edit the document title?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to edit the document title. 3. Go to Documents tab and then click on the pencil icon of the document you wish to edit. Update the name and then click on the Save ...