Documents can be uploaded to mattero and associated with a Matter or Contact.
To upload documents:
- Navigate to the Documents tab for a Matter or Contact.
- Select the documents you want to upload from your device.
- Drag and drop the files onto the Matter (the File Upload window will appear).
- Select Tags for the document, or enter new Tags, as needed.
If uploading more than one document, hover over a Tag to select its Actions menu, and select Apply to All or Remove from All to apply or remove the Tag to every document.
- Select the Calendar icon, then select a creation date as needed.
- When all selections are made, select Upload (the file upload progress bar will display).
- Once the upload is complete, select OK.