Help Article for Document Management

Help Center- Document

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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.

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3. You can also click on "New" to upload files from your computer or Create a Folder to upload documents.

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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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by Abhishek Sharma

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