How to add a Document

Rocket Matter offers unlimited Document storage!  Documents are linked to a specific Matter, and are uploaded to the Matter Documents section that you designate during Document upload.  You can store many types of items within the Matter Document section, including files, urls and videos.

1.  Click "+ Add New" from any Rocket Matter location.

1.  Click "+ Add New" from any Rocket Matter location.

2.  Select "Files or URL".

2.  Select "Files or URL".

3.  Designate the 'Client: Matter' location you wish to upload to by entering a 'Client: Matter' name.

3.  Designate the 'Client: Matter' location you wish to upload to by entering a 'Client: Matter' name.

4.  Select "+ Add Files" to select a file from your computer, or 'Drag & drop' your file onto the page.

4.  Select "+ Add Files" to select a file from your computer, or 'Drag & drop' your file onto the page.

-  Selecting "+ Add Files 'will allow you to select a file to upload from your hard drive.

-  Dragging and dropping your file onto the page will also begin the upload process.

5.  Click "Start" to begin the upload process.

5.  Click "Start" to begin the upload process.

6.  View upload confirmation.

6.  View upload confirmation.

Tip:  Navigate to the 'Matter Document' Section to view the Document.

 

Also view:

How to view Matter Documents

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com