Viewing and Downloading Documents

This topic explains how to work with documents from within an individual matter or across all matters.

View a document within the matter

  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. Open the matter and click the
    Documents
    tab.
  3. All documents for the matter are shown by default. To work with a smaller set of documents, use the filters and views.
  4. Do either of the following to open the document details panel and see the document profile:
    • Double-click the document in the list.
    • Right-click the document in the list and select
      View Details
      .
note
You can resize the details panel by clicking and dragging its left border.

Download a document’s file attachment

To download a file attachment, do either of the following:
  • Right-click the document in the list and select
    Download
    .
  • Double-click the document in the list to open the details panel, then click the
    File Attachment
    link, or select
    Download
    from the toolbar.

View a document from the Library module

Select Library from the left menu to search for and retrieve documents across all matters.