The Documents tab contains all of the documents, forms, messages and correspondence that relate to a particular matter. The MM App will automatically add these items to the Documents tab if they have been received and captured via email capture, received as a portal message or have been scanned using the scan function. It is also possible to add documents and files to the Documents tab by just dragging and dropping the item from your computer onto the tab itself or by using the Import. This article will cover how to use Drag and Drop.
1. Go to the Documents tab
To add a document to a particular Matter, first open the relevant Client File and then go to the Documents tab.
2. Open the relevant folder
To save a document/file to a particular folder, first navigate to the folder where you want to save/import the document.
3. Enable Drag and Drop
Drag and Drop is not enabled by default in order to prevent accidental moving/saving of files into the wrong folders. To enable Drag and Drop, right-click the folder and select the Enable Drag and Drop option.
You can alternatively enable Drag and Drop via the Action > Add Document menu option.
4. Add the Document
You can now drag and drop the relevant file(s) or document(s) from anywhere on your computer onto the Documents tab in Migration Manager.
5. File Added
The file/document will now be added to the matter and will be saved on your computer/server in the relevant file.
