Add a New File - Quick Steps

Add New File - Quick Steps

*** For more detailed instructions please refer to the “Add Files” Basic User Guide.

New File:

Click on CONTACTS AND FILES -> NEW FILE tab.

There are several fields which are mandatory as indicated with red lines.

Enter the "Contact" for the file or click on the icon to the right and create a "New Contact" for the file.

The "Open Date" can be changed.  

Choose the Area of Practice from the dropdown list. 

Enter the responsible lawyer.

Search for other fields with red lines which indicate mandatory fields.

Once the mandatory fields have been entered the "Save" button will become available.  

Press "Save".

You can edit the File using the “File Manager” tab.