Attach Documents to a Matter (ELM)

Centralize every file your legal team needs—without the messy email chains. The Attach Documents feature lets you drop, browse, edit, and download matter-related documents in one place, so nothing goes missing on the way to resolution.

❓ Why use it?

• Single source of truth – all evidence, briefs, and contracts live inside the matter itself.
• Collaboration made easy – teammates always open the latest version, directly from the Documents tab.
• Faster response times – locate critical files in seconds with built-in search and bulk actions.

⭐ What you can upload

Supported file types (v1):

• Text: pdf, docx, xlsx, ppt, txt, msg, eml
• Images: jpg / jpeg, png, gif
• Audio: mp3, wav
• Video: mp4, avi

Size limit: 100 MB per file (this may evolve).

Upload batch size: up to 10 files at once.

✨ How to add documents

1. From the Documents tab

• Select your matter, open Documents, then click Add document.
• Drag and drop files into the upload area or press browse to pick from your computer.
• The progress widget (bottom-right) shows real-time status for each file.

2. Drag-and-drop anywhere in the matter

You can drop files on any tab (Overview, Details, etc.); the same upload widget appears.

3. During matter creation

When using the Create a matter form, drop or browse files before clicking Next.

✂️ Managing your documents

Rename

Click the edit icon beside a file name, type a new title (255 characters maximum), and press Enter. File type icons stay intact.

Download

• Single: click the file name.
• Multiple: select files (or "Select all") then click Download. A ZIP is generated (YYYY-MM-DD_[MatterID]_documents.zip).

Delete

Select a file and click Delete. A confirmation dialog reminds you this action is permanent.

Open in Microsoft Office (WebDAV)

For Word, Excel, and PowerPoint files, choose Open in Word/Excel/PowerPoint to edit live with your existing Office permissions—no download needed.

❓ Find files fast

Use the search bar above the list. Results filter instantly as you type. If nothing matches, you'll see the "No document" placeholder.

❗ Upload errors and what they mean

• Unsupported file type: "Only files of the following type can be uploaded: …"
• File too big: "Only files under 100 MB can be uploaded."
• Unknown error: "Something went wrong during the upload. Please check the selected files and try again."
• Antivirus issue: "We detected that this file contains a potential security threat. Please scan it using an antivirus and try again."

These messages appear inline in the upload widget.

⚖️ Permissions and roles

• Download – allowed for all users, including read-only.
• Add / Edit / Delete – allowed for Admin and Contributor roles.

Default role mapping may vary; check with your administrator.

✨ Tips and best practices

• Name wisely: include dates or version numbers for quick identification.
• Use WebDAV edits sparingly—save and close the Office app to push changes back.
• Bulk upload: zip very large sets (more than 10 files) and upload the ZIP instead.
• Watch the widget: green checks mean done, red alerts mean error—click to retry or learn more.

❓ Frequently asked questions

Can I create folders?

Not yet. Folder support (without sub-folders) is on the roadmap for a future release.

What if I don't have Word installed?

Choosing Open in Word will show an error if no compatible editor is detected. Download the file instead.

How many documents can a single matter hold?

The interface comfortably handles matters with up to approximately 500 documents.

Will deleted files be recoverable?

File restoration is not available in the current version. Consider your retention policies before deleting.