You can store any files and documents on a file – pleadings, scans, photos or contracts. The Attachments tab is the digital case folder: every document of a matter in one place.

1. Upload files

Open a file and switch to the Attachments tab at the top. The toolbar offers several options:

  • Upload – opens your device’s file picker.
  • Folder – creates a new folder to organise documents.
  • File – creates a new document directly on the file.
  • Bin – shows deleted files.
  • Request documents – requests documents from the client via a link.
The “Attachments” tab with the toolbar highlighted (Upload, Folder, File, Bin, Request documents)

2. Drop files with drag & drop

Alternatively, simply drag files with your mouse into the drop area at the bottom. Once uploaded, files appear in the list with Size, Created At and Modified. Use OCR in the top right to make scanned documents searchable, and Sort and Move to organise the attachments.

The highlighted area for dropping files via drag & drop