Matters and Actions

In this article we will understand:

1. Finding a Matter
2. Matter List/grid
3. Action buttons on the grid

You can reach to a matter from 2 ways:

1. Quick search option available in the header -> type 3 characters on more that you remember from the matter number or the matter description
2. Or from the existing matters grid -> Left navigation -> "Matters" -> "Existing matters" and use the search area to reach to the desired matter

Once you are on the Existing matters page you see the matter's grid which looks like

As shown in the image above, from the matter grid you can:

1. Find matters using search and filters
2. Add new matters
3. Bulk Upload matters from excel
4. See all cases and projects for selected matter
5. And perform actions like
   1. View or Amend the matter details
   2. Add a case or project to the matter
   3. Delete the Matter