Documents
- Favourite Documents in a Matter
- Add Documents
- Create Documents from a Template
- Create Document Templates for Selected Contacts
- Upload Documents
- Preview Documents
- Edit Documents
- Convert Documents to PDF
- Create a Blank Document
- Duplicate a Document
- Download Documents
- Document Tags
- Document Brief Templates
- Create and Edit Document Briefs
- Working with Document Briefs
- Preview and Share Document Briefs
- Exporting Briefs as a PDF
- Blocked Microsoft Office Documents When You Attempt to Edit
- Referral Tasks