Help centre / Desk / Documents and letters
Keep documents in folders and versions
A busy matter soon has dozens of documents. Folders keep them in order, versions keep each draft together with the one before, and search finds a document wherever it is.
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Open the matter’s documents
Go to Matters
Open the matter and press Open beside Documents.
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Make a folder
Press New folder, name it, choose where it goes under Inside and press Make it.
Pick a folder to Rename it, or Remove folder once it’s empty.
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Move documents into it
Tick the documents, choose the folder under Move to a folder and press Move. Or press the menu button on one document and choose Move to a folder.
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Add a new version
Press the menu button on the document and choose Versions, then press Add a new version and pick the file.
Press Give it a title on a version to say what it is, like “Sent to the other side”.
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See what changed
The versions page shows the words added and taken out since the version before, so you can see a change without reading both.
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Search across every matter
Go to Search
Type words from a document, its title or its tags. Narrow it to some matters if you need to.
If something goes wrong
It says it can’t compare the words. One of the versions is a scan, so there are no words to read. Open each version to compare them by eye.
Still stuck? Write to [email protected] and we'll get back to you.