To save a document to a Task:
- Navigate to your list of Tasks, then click + from the action tab bar.
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Select the Attach CARET Legal Doc tab in the New Task modal that displays.
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Click on the Attach CARET Legal Docs link, then select the checkbox beside the document you wish to attach in the main screen of the Attach CARET Legal Docs window and click Attach.
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You are returned to the New Task modal where you can select the link to Preview, Open or Remove the document from the Task.