Mobile App Documents

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Upload photo or documents

In the mobile app, you can upload a new photo or document by clicking the icon for the create new menu or by uploading a photo or document from directly within a matter.

Create new iconWithin matter
  1. Click the + icon for the create new menu.
  2. Select Document.
  3. Click Upload to select the upload source and file.
  4. Add the title and select the matter, destination folder, and category.
  5. Click Save.

 

View and filter documents

Your documents will be listed in alphabetical order within their matter folders. You can also sort them by date and filter by document category.

  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Documents.
  3. Select the folder that the document is in.
  4. Click the filter icon in the top right.
  5. Select your filter parameters and then click Done
  6. Click the document's name to preview the file.

 

Download and share documents

  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Documents.
  3. Select the folder that the document is in.
  4. Optional: Click the filter icon in the top right to narrow your results.
  5. Click the document's name to preview the file.
  6. Click the three vertical dots in the upper right corner and then select Share document. You can now download, print, or share the document.

 

Edit document details

When viewing a document in the mobile app, you can edit the document's details, including the title, destination folder, and category. You can also move the document to a different folder.

Note: You cannot edit the document itself from your mobile device.

Edit document details Move to another folder
  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Documents.
  3. Select the folder that the document is in.
  4. Optional: Click the filter icon in the top right to narrow your results.
  5. Click the document's name and then select the Details subtab.
  6. Click Edit document details.
  7. Make your changes and then click Save.

 

Delete documents

  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Documents.
  3. Select the folder that the document is in.
  4. Optional: Click the filter icon in the top right to narrow your results.
  5. Click the document's name and then select the Details subtab.
  6. Click Edit document details and then select Delete document. You can also click the three vertical dots in the upper right corner and select Delete document.
  7. Confirm the action by clicking Delete.

 

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