Matter Documents
The Matter Documents page displays all Documents (such as Word, Excel, PDF, emails and more) related to a Matter.
You can filter the Documents by the Created, Title, Tags, and Last Modified fields by clicking on their headers, view a list of options for a Document by selecting its Actions icon, or edit a file by selecting the Edit icon.
You can also filter by Favourite and Shared Documents by selecting Show Favourites or Show Shared respectively. Please note, if you have not Favourited or Shared any Documents, these buttons will not appear.
(View the Favourite Documents in a Matter and Share Documents articles for more information.)
Further, you can filter by any Tags applied to the Documents (view the Create and Edit Document Tags article for more information), and close this section by selecting the Hide Filters (<) button.
You can also drag and drop files on any page within a Matter to add it to the Documents section.
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