Uploading documents

You can upload matter or client documents from the Documents page, or from the Documents panel inside a matter.

Steps

1. Open Documents and press Upload (or Upload document on a matter page, where the location is set automatically).
2. Drag files into the box or press choose files. You can upload several at once. On a phone there is a Take photo button.
3. Pick the Matter (or No matter (general document) and type a Folder name).
4. Pick a Category. If the file is a copy of a paper original the firm received, tick This is a copy of an original the firm received.
5. Wait for Checking and then Uploading to finish; a "documents uploaded" message appears.

Types and size

• Allowed: PDF, Word (.docx) and images (JPG, PNG, WebP, HEIC).
• Maximum 50 MB per file.

If it doesn't work

• "File type not allowed", "File is larger than 50 MB" or "The file is empty": change the file.
• "Pick a matter or type a folder name for a general document": a general document needs a folder.
• A message starting "You've reached the … plan limit" that mentions storage: your plan's storage is full; see storage limits.
• "You cannot upload here": uploading is for owners, partners, lawyers and paralegals; accountants may upload financial documents only (the category is set to Invoice / financial automatically).