- 1
Open Files
Go to Files (/files).
Tips- Use folders to keep documents organized by client or case
- 2
Upload a file
Click 'Upload' and choose the file (max 10MB, allowed types only).
What to enter
Field Type Description Example File* file Document to upload agreement.pdf Folder select Where to store it — Watch out for- Files over 10MB or of disallowed types are rejected
- 3
Share securely
Generate a secure share link when you need to send a document externally.
Tips- Share links can expire — check before relying on an old link