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Upload Documents to the Mail Center
Upload Documents to the Mail Center
Updated over 6 months ago
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Upload up to 20 documents at a time through the mail center.

  • Click on Management on the left-hand side of your screen.

  • Select Mail Center.

  • Click on the green and white Upload button on the right-hand side of your screen.

  • A document upload box will pop-up.

  • Drag and drop up to 20 documents into the box or click on the box and select documents from a file on your computer.

  • Click the green and white "Save" button on the bottom right-hand side of the pop-up.

  • The documents will be saved in the Mail Center and are ready to be assigned or attached to a case.

  • If your firm is utilizing the OneDrive Integration, the documents will save to the linked folder.

  • NOTE: The Mail Center is permission-based. If you should have access please talk to your firm administrator.

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