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Working with Related Files

Working with Related Files

You can attach a related file to any matter document in Tracker. These related files are also referred to as secondary documents, and might include:
  • Amendments to an original contract
  • Original version of a scanned .pdf contract file
  • Correspondence relating to a Service of Process (SOP)
The document must be saved before you can attach a related document.

Open the Document

To Open a Matter-Level Document
  1. Select
    Matters
    >
     Matter list
     in the left navigation.
  2. Locate the matter in the list and click to open it.
  3. Click the
    Documents
    tab.
  4. Double-click the relevant document or right-click and select
    View Details
     to open the Document Details Panel.
To Open a Document from the Library
  1. Click
    Library
    in the left navigation.
  2. In the
    Documents
    tab, double-click the document you want to work with, or right-click and select
    View Details
     to open the Document Details Panel.

Attach a related file to a document

  1. Click
    Actions
    and select
    Save Related File
     from the drop-down list.
  2. In the Save Related File window, fill out required fields and optional fields as needed, including the file to attach.
  3. In the File Attachments section, select a button to indicate the file location and click Browse.
  4. Navigate to the file you want to attach and select it.
  5. Click
    Save
    .

Download a related file

  1. Double-click the document that has the related file you want to download.
  2. On the toolbar, click
    Download
    .
  3. Follow your browser's instructions to save or open the file.

Edit a related file

Required role | Matter Editor or Matter Administrator for the matter
  1. Double-click the document that has the related file you want to edit.
  2. On the Document Profile toolbar, click
    Edit
     and make your changes.
  3. To edit the attachment, download it, make your changes outside of Tracker, and then re-upload the revised attachment.
  4. Click
    Save & Close.

Delete a related file

Required role | Matter Editor or Matter Administrator who saved the related file
  1. In the
    Addenda/Related Files
     section of the details panel, click the linked name of the related document that you want to delete.
  2. Click
    Actions
    and select
    Delete
     from the drop-down list.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Documents
  • Audiences: Company