Matter management

Access matter files

Learn where to access matter files.
  1. Go to
    My work
    .
  2. Find and select a matter.
    The matter will open.
  3. Select
    Matter files
    .
    The matter files window will appear.
  4. Options:
    1. To upload files to the matter, select
      Upload
      .
      The upload window will appear.
    2. To open a file, select the hyperlinked file name.
    3. To search matter files, use the box labeled
      Search
      .
    4. To filter matter files, select
      Filter
      . The filter sidebar will open. Set filters and then select
      Apply
      .
    5. To delete a file or files, use the checkboxes to select a file or files, and then select
      Delete
      .
important
The
Matter files
window will be empty if files were not added to the matter (see above) or a chat within this matter.
warning
When a file is deleted it will be permanently removed from CoCounsel.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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