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  • How to Import Data to the System




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

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From the Import data section, you can import data related to:

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

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

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