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

Objectives

• Import data to the system

Environment

• Settings

Procedure

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

You can do this from the Settings page by heading to the avatar on the top right.

You can import data related to the companies, contacts, corporate matters, litigation cases, and so on from the "Import data" section.

You can import data related to the companies by simply clicking on the "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 for the other options. 

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

Thank you!