How to upload a Document from Rocket Matter to NetDocuments.
1. Navigate to the Matter and select 'Matter Documents' from the left-hand navigation panel.
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3. Click on the 'page' icon to upload a new document or click the 'folder' icon to upload a folder.
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4. Enter the 'Doc Type' then drag and drop the files/folders, or click to browse files. Once finished, select 'Done'.
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NOTE: Chrome is currently the only browser that supports uploading folders.
5. Once the Document uploads successfully it will appear in the 'All' view and in 'Folder' (if uploaded a folder) or in 'File' (if uploaded a single file).
NOTE: You cannot change the name of the document type in Rocket Matter. To change the document type this must be updated in NetDocuments and will then update in Rocket Matter.