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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on June 8, 2023

Docy

Upload Documents (Web)

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  1. Select Matters on the menu bar
  2. Click the matter you want to upload a document for and select Documents  from the horizontal tab
  1. Click New Document
  2. Fill in the relevant information and click on browse file to add a file from your system
  1. Click Upload Document

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