How to import data to the system from an excel sheet?

Objectives

• Import data to the system

Steps

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

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

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

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".

Upload the file and then press on "Import" 

The same process is done for other options. 

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

Thank you!