Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Click on the "Activities" tab.
Click on the "Add" icon in the upper right corner and select "Add an Activity".
Select the matter for which you want to create the activity by double-clicking on it.
Fill in the information about your activity (date, time, status, activity code, description, recipient(s), time, etc.).
Save your changes using the disk.
In the documents section, click on one of the available options:
Add a document from the computer | Open the explorer window of your computer to select a document. |
Add a document from the matter | Opening of the 360 "Documents" window of the matter in which the activity is added to select a document. |
Select the document and double-click to add it to the activity.
Result: The document is now available from the activity.
