How to use TitanFile to Upload Documents

Posted in Technology to Build a Law Firm on May 27, 2024 by Craig Bayer

TitanFile is a great way to share large files with someone, especially for Document Migration. Here is a step-by-step process for logging in to TitanFile and Uploading Documents.

Step 1:  Get an Email from TitanFile and Click Access Channel

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Step 2:  Create a Password and Choose Proceed to messages

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Step 3:  Click Attach Files

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Step 4:  Choose what to upload

If you have a large amount of Documents, you should Zip them before uploading them:  https://optiable.com/how-to-use-7-zip-to-compress-files/

 

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer