You can upload practice documents such as contracts, document templates, terms and conditions, etc. Once uploaded, you can then download a copy to view, save, archive or send the document. You can also drag and drop practice folders and documents to add them.
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Go to Documents > Practice documents, then select Upload.
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Either drop the document where shown or choose Select file, then find the required file.
You can also drag and drop a file or group of folders and documents from your file explorer anywhere onto the page.
- An upload message is shown and closes when the upload is completed.
- To preview, save or send the document. select the document name. You can also download multiple documents as a zip file to view, save or send to a client.
Download single documents
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Locate the document you want to download, from a client page, or the practice documents or uncategorised documents folders.
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Select the document to display a preview, then select Download.
If the document cannot be previewed, for example a spreadsheet, a message asks if you want to download the document instead