Add a Document

An existing document can be added to a matter or contact.

To add a document

1. Click the down arrow next to the Documents button.
2. Select Add Document. The Document Details page displays.
3. Click either the Contact or Matter option button.
4. Search for the contact or matter to which you want to add the document.
5. Click the Browse File button to find and select the document.

ProLaw Portal uploads the selected document.

6. Add a note in the Notes field, if desired.
7. Click the Save button.

See also:

Search for Documents

Check Documents Out

Check Documents In

Add a Document

Preview a Document