How to Convert Documents to PDF within a Matter in Yao

This guide details the process of converting an existing document, such as a Microsoft Word or Excel file, to a PDF format directly within the Yao Practice Management platform. Converting a file to PDF ensures that the document's formatting remains consistent across all devices, which is what is essential for managing legal documentation.

Converting a Document to PDF

1. Navigate to the specific Matter which contains the document you wish to convert.

2. Select the Correspondence tab, which is located in the top menu alongside Overview and Time & Billing. This tab holds all of the documentation for the matter.

1. Locate the document you want to convert in the main document list. This feature supports multiple file types, including Word and Excel documents.

2. On the far right-hand side of the document row, click the menu ellipsis (the three-dot icon) to view the document options.

3. From the drop-down menu, select Convert to PDF.

The conversion will begin, and a temporary alert will appear in the top-right corner of the screen, which indicates the process is starting and will take a short while.

1. Click the Refresh button, which is the circular arrow icon located above the document list in the main content pane.

The converted PDF file will now appear in the list alongside the original document.