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Status Reports and Notes

Attaching a Document to a Note

You can attach a file to a new note, or you can edit an existing note to attach a file.
The maximum file size you can upload is
10 MB
, and the file upload cannot take longer than 10 minutes.

Acceptable file formats

There is no restriction on the types of files you can attach. However, you should only attach files that are in a common file format that is generally readable or viewable by other users. (Tracker is similar to email: the recipient can view the file only if the proper program for that file type is installed.) The following table lists some common file types.
Common file types
File extension
Adobe Acrobat
.pdf
Microsoft Word
.doc, .docx
Rich text format
.rtf
Text file
.txt
Microsoft Excel
.xls, xslx
Microsoft Powerpoint
.ppt, pptx
Images
png, .tif, .gif, .jpg, .bmp

Displaying the Attached File in a List on the Matter's Documents Page or the Library Page

By default, a file that is attached to a note is not displayed independently in the list of documents associated with a matter or in the list of all documents on the Library page. However, after you save the file as an attachment, you can change that setting.
  1. Open the note from the Status page of the matter.
  2. Click view/edit details next to the name of the attachment.
  3. For
    Display
     in
    Document List in Matter
    , select
    Yes
    .
  4. Click
    Save
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Notes
  • Audiences: Company