Help Article for Document Management
Help Center- Document
1. Documents feature is available in your left sidebar.
2. Once you click on the first option of the dropdown, Storage, you can view the pre-added folders- Cases, Matters, Contacts, Document Generators- that hold the documents categorized as per convenience.
3. You can also click on "New" to upload files from your computer or Create a Folder to upload documents.
Search Text
1. It can be tedious to search for a document if you have stored thousands of documents. With this feature, you can enter the keywords associated with the document in the search box to look for relevant documents.
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