Rocket Matter Knowledge Base NetDocumentsHow to upload a Document from Rocket Matter to NetDocuments.

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.

2. Then, select 'Net Documents'.

3. Click on the 'page' icon to upload a new document or click the 'folder' icon to upload a folder.

4. Enter the 'Doc Type' then drag and drop the files/folders, or click to browse files. Once finished, select 'Done'.

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. 

6. Click on the 'Doc Type' view to see your documents sorted by document type.