Hover over the Research Link

When you hover over a related list link it brings up a hover window, where you can choose to either add New Research or a New Issue & Research

1. New Research opens a Research Creation record that automatically relates to the current Matter.
2. New Issue & Research opens a Research Creation record that is not associated to the Matter you started at, but allows you to choose another Matter.

1. Add needed information
2. Click Save to save work (it will be saved in the Research section of the associated Matter)
3. Click Save & New to save work and add a new research record. (it will be saved in the Research section of the associated Matter)

Please note, the Matter defaults to the Matter you were on when you chose the Research option.

1. Add needed information - (be sure to choose the Matter you wish to associated the research to)
2. Click Save to save work (it will be saved in the Research section of the associated Matter)
3. Click Save & New to save work and add a new research record. (it will be saved in the Research section of the associated Matter)

Please note, the Matter defaults BLANK when you chose the Issue & Research option.