1. Upload a File to a Matter
While creating a new matter, confirm that you can successfully upload a file.
2. Upload a File via File Manager
Within the File Manager, verify that a file can be uploaded.
3. Extract Placeholders
Open a matter and test extracting placeholders from a document.
4. Perform a Save
Make edits in a matter and perform a save to validate the changes.
5. Download a Document
From within the File Manager, check that documents can be downloaded. Select a document and click Download.
If you are unable to complete any of these tests, please reach out to our support team. You can access the chat by clicking on the ? button within the application or send an email to [email protected].