Uploading Documents from HighQ

When you use HighQ as your external document management system, the document is managed in HighQ, but updates are passed to Legal Tracker and appear automatically. When you open a matter, you can click the
HighQ Documents
tab to show the HighQ sites associated with the matter.
HighQ integration must be turned on for your company. Your Tracker Coordinator or System Administrator can enable this feature.
To upload a document from HighQ to Tracker:
  1. Select
    Matters > Matter list
    in the left navigation and locate the matter you want to open.
  2. Click the
    Documents
    tab. A list of linked sites with HighQ documents is shown.
  3. Select the site or sites from which you want to upload documents.
  4. The HighQ site opens, showing the list of folders with documents. Select the documents you want to upload.
  5. Drag the document you want to upload from your computer into the popup window or click the Browse button and navigate to the document you want to add.
  6. Click
    Add
    .