Attach files to a legal matter through Mobile Agent

Upload supporting documentation, such as documents, copies of email messages, images, or any other files into the artifact while you are working on a legal matter or matter task. You can also use these artifacts as a reference material to solve similar requests in future.

Before you begin

Role required: sn_lg_matter.matter_fulfiller

Procedure

1. In the Mobile Agent, navigate to the Assigned Matters list.
2. Tap an assigned matter.
3. In the Others tab, tap Artifacts.
4. Open an artifact to which you want to attach a file.
5. Tap Add Attachment and select one of the options:
   • Take Photo
   • Record Video
   • Open Gallery
   • Attach File
   The file is attached and listed.
6. Optional: You can rename the file by tapping the edit icon () and entering a new name.
   Note:

   If a file is no longer required for the legal matter, you can remove the file by tapping the delete icon ().