How to Snapfile | Snapdone

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Tips:

You can just press {ENTER} at an empty area to get a list of the available choices.
You can use partial words or separate words for intelligent searching.
You can right click and press Explore to use Windows Explorer to navigate a particular area.
You may Right-Click in the CLIENT area to create new clients.
Once a client is selected, you may Right-Click in the Matter area to create new matters.
Once a matter is selected, you may Right-Click in the DocType or Subfolders area to create new matters.

1. Choose a Client

3. Choose a Filename

1. Choose a Client

(optional) If you dont know what CLIENT you are looking for exactly, you can simply press {ENTER}

2. Choose a Matter

3. Choose a Filename

1. Choose a Client

(optional) If you want to search only from a particular MATTER or SUBFOLDER, press {ENTER}

If necessary, drill deeper into subfolders

3. Choose a Filename

3. Choose a Filename

3. Choose a Filename

(optional) If you want to search a specific filename or type, type that info into Filename contains and press {ENTER}

Type or choose the CLIENT, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

Type or choose a MATTER, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

In this Example, we selected Appeal

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.