Page 101 - 3E User Manual- updated 3-2018

New Matter Intake

• Select Add File:

• Select the icon to the right of the File box.
• Choose the file to upload.
• Select OK.

• A preview of the document will show.
• Select Close.

View Uploaded Documents
• The paperclip will show in gold if there are any attachments:
• With a matter on the screen, select the paperclip icon.

• Select the Object to view:

New Matter Intake 3/27/2018