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Matter Creation Q&A

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DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer

Emails, Matter Creation, Matter Upload, Documents

OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer

Matter Creation

REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer

Reports, Matter Creation

TEMPLATES: Can conditional fields be used on existing matters? View answer

Templates, Matter Creation, Matter Management

TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer

Templates, Matter Creation, Matter Management

TEMPLATES: What is the purpose of conditional fields? View answer

Templates, Matter Creation, Matter Management

TEMPLATES: How do I use conditional fields on a templates? View answer

Templates, Matter Management, Matter Creation

MATTER CREATION: Can the law firm create a matter? View answer

Matter Creation

MATTER CREATION: How do I create a new matter? View answer

Matter Creation

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