Skip to main content
Reports setup

Upload a system support file

Company System Administrators can upload billing guidelines or other documents with company-specific instructions you can review.
tip
A document you upload displays at the bottom of each page in Legal Tracker. You must also specify the person whose information will also be displayed on each page as the contact person for support issues.
important
Only Company System Administrators can upload or change the support file.
To upload a system support file:
  1. Go to
    Settings
     and select
    Support Files & Options
    .
  2. Browse
     to your support file you wish to upload. If an existing file is already attached, the old file gets deleted and replaced with the new one. If a file has already been uploaded, you have options to download the existing file or remove it.
  3. If the file you're attaching contains information about your company's billing guidelines, select
    Does this file pertain to billing guidelines
    .
  4. Select your
    Support Contact
     to indicate the role of the person who's the primary contact for questions or issues.
    1. If you select
      Company Tracker Coordinator only
       or
      Office-level Tracker Coordinator
      , the name of the user is displayed at the bottom of every page in Legal Tracker.
    2. If you select
      Support Contact Email Address
      , you must specify the email address in
      Support Contact Email Address
      .
  5. And lastly, save your changes.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company