Managing Details
1) Select a matter from the Matter Master List. 2) Once a matter has been selected, the system will navigate the user to the Matter Details page for t...
Fri, 10 May, 2019 at 10:12 AM
1) Select a matter from the Matter Master List. 2) Once a matter has been selected, the system will navigate the user to the Matter Details page for t...
Fri, 10 May, 2019 at 10:13 AM
1) Select a matter from the Matter Master List. 2) Once a matter has been selected, the system will navigate the user to the Matter Details page for th...
Fri, 10 May, 2019 at 10:13 AM
1) To edit matter description, click on Description sub-menu of Matter page as shown below: 2) The system will navigate the user to the “Description” ...
Fri, 10 May, 2019 at 10:14 AM
1) To view the list of tasks associated to the matter, click on “Task” sub-menu of Matter Details page as shown below: 2) The system will navigate the...
Fri, 10 May, 2019 at 10:15 AM
1) To view list of events linked to the matter, click on “Events” sub-menu of Matter Details page as shown below: 2) The system will navigate the user...
Fri, 10 May, 2019 at 10:15 AM
1) To view finance summary for the matter, click on “Finances” sub-menu of Matter Details page as shown below: 2) The system will navigate the user to...
Fri, 10 May, 2019 at 10:15 AM
1) To upload documents to a matter, click on “Documents” sub-menu section as shown below: 2) The system will navigate the user to the “Documents” sub-...
Fri, 10 May, 2019 at 10:16 AM
1) To add notes to a matter, click on “Notes” sub-menu of Matter Details page as shown below: 2) The system will navigate the user to the “Notes” sub-...
Fri, 10 May, 2019 at 10:16 AM
1) To create discussion forum for a matter, click on the “Discussion” sub-menu of the Matter Details page as shown below: 2) The system will navigate ...
Fri, 10 May, 2019 at 10:16 AM