How to update or replace a document with another in Matter? - MatterSuite

How to update or replace a document with another in Matter?

1. Click on the Matters tab present on the nap bar.




2. Select a matter in which you want to update or replace the document.





3. Click on the Documents tab appearing on the panel and then click on the file or document that you want replace.


4. Then in the Versions section click on + sign.



5. Upload the new file and click on the Save button.


6. If you want to edit the name of the file, then click on the edit icon (pencil icon) present at the top in front of the file name. 



7. Edit the title/name of the document and click on the Save button.



    • Related Articles

    • How to Add a New Status Update in an Existing Matter?

      Go to your MatterSuite Dashboard. Click on the Matters section. Open the matter you want to update. Click on the “+” icon, add your update details, and click Save. Refer to the image below.
    • 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 below
    • 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 link an event with Matter.

      Open the Calendar. Click Add Event (or select an existing event). Enter the event title, date, and description. Click Link to Matter. Choose the relevant matter from the list. Click Save to link the event and finish.
    • 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 ...