Adding Documents

From a list of document links

1. Access a list of document links.

2. Click Add. The Document Details window appears.

3. Complete the settings on the window. Click here for help completing the settings on the window

4. Click Done to save your changes.

From Windows Explorer

1. In Windows Explorer (or “My Computer” or other standard file list windows), right-click the file you want to add to Abacus and select Send To > AbacusLaw.

2. The Document Details window appears. Complete the window and select the correct matter or name to link if necessary.

3. Click Done to save your changes.

From Outlook

If you have integrated Outlook and Abacus, you can click a button in Outlook to log an email attachment on the Name/Matter window Docs tab.

In Outlook, highlight the email that contains the attachment you want to add to Abacus and click the Save Attachments button.

Using the Save and Log to Abacus Macro

Click here for more information.

Using the Save and Log Adobe Plug-in

Click here for more information.

Through Scanning

Click here for more information.