Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Documents, Contracts, and SOPs

Add a Document or Contract to a Matter

You can add documents or contracts to a matter, control which users can access the documents, and add addenda or other related documents.
To submit a document or contract for a matter:
  1. Select
    Matters > Matter List
     in the left navigation.
  2. Open the matter you want to work with and select the
    Documents
     tab.
  3. Click
    Add
    .
  4. Select the document type. Selections include:
    • Document/Email
    • Contract
    • Service of Process
  5. On the panel that opens, complete the document or contract profile fields.
  6. If you want to specify which users can access the document, select an option for
    Access Security
    . Options are:
    • All matter participants
    • Company and lead firm matter participants
    • Company matter participants only
  7. Select one of the following to designate the file attachment:
    • File
      -To attach an electronic copy of the file. Click
      Browse
       to attach the file.
    • URL
      -To provide a link to a website where the file resides. Enter the URL in the associated field
    • Network Address
      -To specify a corporate network path to a file. Enter the network path in the associated field.
      If you enter a network address (such as \\Corp3\Shared\Departments\Legal\AcmeDemoContractv5.doc), the network path is accessible only by other Tracker users on the same firm network. Company users will not be able to access the file.
    • Location/Other
      -To describe the physical location of the document. Enter the physical location in the associated field.
  8. If you want to request that other matter participants review the document or contract, select
    Yes
     for
    Review Requested
     then enter a comment in the
    Review Requested Comments
     field. When a review is requested, the matter displays in the Action Items for all of the other matter participants.
  9. Click
    Save
    .

Attach, View or Edit a Contract Addendum or Related Document

When you save a contract to a matter, you can also attach a contract addendum or related documents. Examples of addenda or related documents include:
  • Amendments to the original contract.
  • Copies of letters terminating a contract.
  • A working copy of a contract that will be signed (for example, a Microsoft Word document).
The contract must be saved before you can attach an addendum or related document.
  1. Access the applicable matter.
  2. Click
    Documents
    .
  3. Double-click the contract name for the contract you want to attach an addendum or related document to.
  4. Click
    Actions
     then select
    Save related file
    .
  5. Complete the required fields. Required fields are indicated with a red asterisk .
  6. Click
    Browse
     for
    File Attachment
     then attach the addendum or related document. You can also enter the URL, network address or physical location of the document or contract.
  7. Click
    Save
    .
View an Addendum or Related Document
Once an addendum or related document is attached, it is listed under
Addenda/Related Files (Secondary Documents)
 on the contract profile. To view the addendum:
  1. From the contract profile, click the
    File Name/URL
     link for the addendum or related document you want to view. The profile for the addendum or related document displays.
  2. Click the file name in
    File Attachment
    , save the file to your computer then open it from where you saved it on your computer.
Edit an Addendum or Related Document
To edit an addendum or related document:
  1. From the contract profile, click the
    File Name/URL
     link for the addendum or related document you want to edit. The profile for the addendum or related document displays.
  2. Click
    Edit
    .
  3. Make your changes to the addendum or related document profile.
  4. Click
    Save & Close
    .
Delete an Addendum or Related Document
To delete an addendum or related document:
  1. From the contract profile, click the
    File Name/URL
     link for the addendum or related document you want to delete. The profile for the addendum or related document displays.
  2. Click
    Actions
     then select
    Delete document
    . A message displays to confirm you want to delete the addendum or related document.
  3. Click OK.
  4. Click
    Close
     when the confirmation message displays.

This article applies to:

  • Product: Legal Tracker
  • Subject: Documents
  • Audiences: Firm