DMS Quick Save by Matter

DMS Quick Save by Matter

Follow the steps below to access and save files to DMS without having to be subscribed to the DMS Matter.  
How to save emails to a DMS Matter
1. First, copy the Matter ID from Clever Case.

Make sure you don’t copy the Matter ID that is hyperlinked!
2. If you were going to save the email that had been sent to you, copy and paste (or type) the Matter ID into the DMSforLegal – File email search box:

The drop-down menu to the right of the search box will display the results below:

 3. Choose the Matter and then click “File” on the right:


You do not need to choose the “Email” folder, DMS will automatically save the email there.  


How to save a file or open a file in a DMS Matter
1. Follow the instructions for saving attachments to get you to the step where the “DMS-forLegal-Save as” pop-up box will appear.
DMS Saving & Versioning Cheat Sheet (gravislaw.com) (see Paragraph III on saving the attachment for Microsoft Word or Adobe Acrobat)
2. Copy the Matter ID from Clever Case and paste it into the search bar in the DMSforLegal pane (top right-hand corner in the screen shot) when you are saving or opening a file. 
3. The search results will populate below (see screen shot).

4. Click on the Matter and then choose your folder to save your document to (or where the document is located to open a file) and follow the prompts to save or open your file.

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