‍Upload or delete a file

While many of the files associated with your legal matters will be uploaded within the context of project, task, or ticket creation, you can also upload files from within the Files page itself.

To upload a new file, select the “New File” button at the top right of the window. A dropdown menu will appear prompting you to upload a file from a Google Drive or Microsoft One Drive or to “Upload” directly from your computer. Complete the appropriate selection and follow the modal directions to locate the file being uploaded.

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To delete a file, select the trash can icon under the “Action” column for that specific file. In the following modal, confirm “Delete” to permanently remove the file.