How to Upload a document(ecounsel)
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Linah Lugalia

Created Nov 01, 2021

How to Upload a document(ecounsel)

This module enables you upload different documents related to your client file matters in the system.

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8 Steps
1

Log into the system

Log into the system
2

Click on File Management module

Click on File Management module
3

Click on Document Manager (DMS) link under Others section

Click on Document Manager (DMS) link under Others section
4

Click on Upload Document button at the top

Click on Upload Document button at the top
5

Fill in all the details in the pop out Upload Documents list

As the example below shows select the client, file, document category(select from the dropdown list), document title, document owner and the document or Folder to upload the document from.

Fill in all the details in the pop out Upload Documents list
6

Once done click on the Upload button to upload button for the document to be uploaded in the system

Once done click on the Upload button to upload button for the document to be uploaded in the system
7

The document uploaded succefully

The document uploaded succefully
8

The document will be saved in the document list as shown in the example below

The document will be saved in the document list as shown in the example below
Well done!
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