About Documents

You are able to upload documents even after you have created a client. However, you do not have to create a client in order to upload documents on Danalix. To upload documents that are not driven from the client feature, use the “Files” navigation menu.

How to Upload documents

**Go to: **

Clients & Matters sidebar menu > Clients tab > find the Client’s Name > Actions menu > Upload Documents .

From the screen displayed, select the ‘Browse” button which will instruct you how to upload a document.

Documents you have already uploaded for the client are displayed on the screen.

How to View existing documents

**Go to: **

Clients & Matters sidebar menu> Clients tab > find the Client’s Name > Actions menu > Upload Documents > documents you have already uploaded are displayed on the screen.

How to Delete existing documents

See the section on “How to Delete a File.”

Other actions you can perform on your documents (aka files)

See About Files sections for additional document information such as:

• File types you can upload
• How files are organized by default
• How to organize files in folders
• How to move or copy files from one folder to another
• Deleting files
• How to easily search for and find your uploaded files
• Downloading uploaded files
• Plus, any other related actions for you documents (files)

Updated on: 07/02/2023