HOW-TO GUIDE
Organize project documents
Create folders, add documents, and search the list.
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In this guide
1. Open project documents2. Create a folder or add a document3. Search and change the view1
Open project documents
Under Legal Project Management, choose “Document Management.” The page shows folders, documents, and the account’s available storage.
2
Create a folder or add a document
Use “Add folder” to organize work. Select “Add document,” enter a title, attach the file, choose a destination folder, and save.
3
Search and change the view
Search by document or folder name and apply filters. Switch between list and grid views to suit your work.
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