How to upload a document from NetDocuments to Rocket Matter.
Navigate to the associated matter which you'd like to upload the document to.
To upload a new document, click on the '+Add' and select 'Upload' from the drop-down menu.
Drag and drop documents in the box or click to upload your documents from your computer.
Store in this cabinet: Confirm this is the cabinet used to integrate your Rocket Matter account.
Confirm the matter highlighted in blue is where you'd like to file this document.
Since we navigated to the matter prior to selecting to upload the document, the matter will be automatically selected.
Select 'Edit Profile/Tags'.
View document details:
Click the drop down menu next to 'Doc Type' to assign a Document Type.
Click here to learn how to create and/or modify Doc Types in NetDocuments.
Click 'Continue'.
View uploaded document, and it's attributes.
