Documents Section.

The 'Documents' section is a central location where you can find all of your firms documents, regardless of matter. In addition, if you are using the document integrations, you will be able to access all documents in Box, Dropbox and Evernote.

1. From the left-hand navigation panel, click on 'Documents'.

2. Select the 'Source' you would like to view your documents from.

3. You can choose between:

1. Rocket Matter - To view all documents directly uploaded to Rocket Matter.

2. Dropbox - To view all of your Dropbox documents (even those not synced over).

3. Box - To view all of your Box documents (even those not synced over).

4. Evernote - To view all of your Evernote notebooks (even notebooks not synced to over).

4. Click on the main folder of your choice.

5. The documents and files within that folder will be displayed on the next screen. Use the drop-down actions tab to move, bill, edit, download or send to the client portal.