Objectives

• Import data to the system

Steps

In App4Legal, you can import data to the system from an excel Excel sheet. 

You can do this from the Settings page by heading going to the Settings icon in System Settings of the application from the main menu.

Image Removed

Image Added

From the Import data section, you You can import data related to companies, persons, corporate matters, litigation cases, and contracts & documents from the "Import data" section.:

• Companies
• Persons
• Corporate Matters
• Intellectual Properties
• Litigation Cases
• Matter Containers
• Tasks
• Contracts & Documents 
• External Advisors

Image AddedImage Removed

You can import data related to the companies by simply clicking on the "Companies", you Companies. You will be redirected to a page to download the template, fill it and then press on "Next".

Image RemovedImage Added

Upload the file and then press on "Import" 

Image RemovedImage Added

The same process is done for the other options. 

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

...