Documents or files that have been uploaded into a FamilyProperty Matter can be moved into EvolveGo, allowing you to view and access all the files for a particular Matter from a single place - the Documents List in your EvolveGo Lead/Matter!
To move files from FamilyProperty > EvolveGo:
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Open your EvolveGo Lead/Matter.
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Click on the 'Parenting' or 'Property' tab
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Expand the left sidebar and click on Disclosure > Attachments to view the Attachments window.
- Click on Export and select Practice Management Matter.
All files listed in the Attachments window will be uploaded to the Documents List in your EvolveGo Lead/Matter, saved into a folder titled: Disclosure (from FamilyProperty).
Note - any attachments that get uploaded into FamilyProperty after you perform the above steps won't automatically sync to this folder.
However, if you repeat the above steps at a later date, only newly uploaded documents will sync, preventing duplication.
You'll find the Disclosure (from FamilyProperty) folder in the Documents List, under the 'Matter' tab in your EvolveGo Lead/Matter!
The steps above allow you to move files from FamilyProperty > EvolveGo.
If you're trying to move files the other way (ie, EvolveGo > FamilyProperty) please see here instead.