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.
We invite you to explore the free trial today! The trial version is available for a month, and you may choose your plan later