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 file to the Documents tab by just dragging and dropping the item from your computer on to tab itself or by using the Import. This article will cover how to use the Import option.
1. Go to the Documents tab
To add a document to a particular Matter, first open that Client File and then go to the Documents tab.
Then select the folder that you want to import the document in to
2. Open the Import option
To import a Document to the MM App, go to the Action tab in the main menu
And then click Add Document > Import
3. Add the Document
A document navigation window will now appear. Find the Document on your computer that you wish to import. Select the Document that you wish to import and then click Open
4. File Added
The file/document will now be added to the matter and will be saved on your computer/server in the relevant file.
