Matters
16 Articles
- What are matters?
- How do I view matters?
- How do I create a new matter from the home page Navigator menu?
- How do I create a new matter from the Matters tab?
- How do I create a Matter from the Matter intake link?
- How do I edit a new Matter?
- How do I change the owner of a Matter?
- How can I change the owner of multiple Matters from the list view?
- How do I create a queue to have multiple owners of a Matter?
- What related lists are available for Matters?
- What is the Process Doc button?
- Using the Process Doc Button
- What is the Best Practices button used for?
- What is the Unbilled Billings button?
- What are Contact Participants?
- What are Staff Participants