Matter Documents

Created by Allison Cloyd, Modified on Thu, 19 Jan 2023 at 04:10 PM by Robert Butler

In this article, you will learn how to upload documents to matters and browse through them. For more detailed information on document management, please see this article.

Uploading Documents

You can click on the 'Upload' button to open up the file explorer and choose a local file to be uploaded to the matter. You can upload everything from spreadsheets and Word documents to .txt files and images.

upload button in the documents tab on a matter

Alternatively, you can simply click and drag a file over into the documents section, as shown below.

dragging a document into the documents tab in Actionstep

NOTE
When dragging in folders with multiple files, files named the same will be considered duplicates and only one instance will upload. This means that if there are two files called "document.docx" in different folders, only one of them will upload. 

 

Browsing

There are two different modes for browsing documents in Actionstep:

  1. 'Browse Mode' allows you to look through your documents and files based on the folder structure you have set up. If you are a very organized user, this mode will probably suit you best. If you see the magnifying glass icon highlighted in the screenshot below, you are currently using 'Browse Mode'. If you can click on the icon, you can switch to 'Search Mode'.
    Documents tab on a matter with the search icon circled
  2. 'Search Mode' allows you to quickly find particular documents/files by searching for their names. Using the dropdown menu highlighted in the screenshot below, you can specify which area of the matter you search from: 'Matter Documents', 'Email Attachments', or 'Documents Trash'. If you see the descending staircase icon pictured below, you are currently using 'Search Mode'. If you click on the icon, you can switch to 'Browse Mode'.
    Documents tab on a matter in search mode
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