1.Once logged in, click Main Menu (≡) on the header, click Documents and then Files.
2. Perform the security action and then click on New button.
3. Choose the type of file you want to create from the dropdown provided.
4. Enter name of the file and click Create.
5. Now you can start managing it by adding text, notes, etc., to it.
Once the file is created, you can link/attach it to any contact or matter.
Learn more about Document Management
Document management overview
Setup Box integration
Permission levels to access files in LawGro
Upload new file/folder to LawGro
Share file/folder from LawGro
Move, copy existing file/folder in Box to LawGro
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