Working on matters
By Ben and 3 others4 authors14 articles
- Access Controls
- Matter States
- Linking matters and contracts
- Send or request status updates
- How to export any matter or contract to your local drive
- Linking matters with parent and child relationships
- How to create matters from email
- How to use Tags
- How to duplicate matters
- How do I delete a matter?
- Restricted matters
- What is a delegate?
- The Matter Completion Form
- Legal notes