New User Training Video #2: Creating Matters & Uploading Files

Summary

This video provides a detailed guide on creating and managing matters in Eve. To begin, users can click "create matter" in the top right corner and follow the naming conventions that correspond with their case management system. Various file types, such as PDFs and Word documents, can be uploaded, The video emphasizes the importance of checking for upload errors, which are marked with a red exclamation point, and encourages sharing the matter with team members to enable collaborative access. It also advises ensuring that an administrator has connected any integrated systems before uploading files.