In this article, you will learn how to create a matter.
To create a matter, click on the Global Create Button located next to the searchbar, in the top-right corner.
Select 'Matter' from the resulting drop-down list.
You will be greeted by a pop-up window that prompts you to select a Matter Type. To learn more about setting matter types up, please see Creating Workflows.
After you have selected the matter type you desire, you will be taken to the main matter creation screen.
At this point, you can still change the matter type by using the drop-down field in the top-left corner.
You can also select a template, which will populate fields with data that has already been entered into a template matter. To learn more about setting this tool up, please see Matter Templates.
Required fields are marked with a red asterisk (*).
The 'File Reference' can be used as another way to label the matter and search for it.
Let's say you have an internal indexing system for your matters that doesn't match Actionstep's. You're working on a matter which you internally refer to as matter 356, but in Actionstep the matter number is 12. You can enter 356 as the file reference, and you will now be able to search for the matter by that number in the searchbar.
'Priority' is an optional field that you can use for internal prioritizing, as the name suggests. The field only accepts numerical values.
At this point, you can also decide who the matter is assigned to. It will be set to the current user by default, but you can also open the drop-down field to select another 'System User'.
Upon creating the matter, you can also specify the date on which it was opened (in most cases this will match the creation date) and you can also set the status of the matter (Active, Inactive, or Template).
Any section beyond this point on the matter creation wizard depends on how you have configured your workflow.
If you have enabled 'Marketing Activities' for the matter type in question, you would see this section next:
It is quite simply a matter of associating any of those marketing activities with the matter if they apply, and denoting the level of contribution with any accompanying notes where necessary.
In this section you will be adding parties to the matter by selecting from a list of contact records you have created. Required parties are indicated, once again, by a red asterisk (*). If you wish to create a new party at this point, simply type their name into the searchbar and click 'Create Contact' as shown below.
Again, the presence/absence of this section depends entirely on how you have configured your workflow for the matter type. If you have indeed enabled custom data fields to be available for population upon creation of the matter, the following is an example of what you might see:
The types of fields you see can be customized and you may end up seeing only drop-down fields instead of text blocks, but you can read more about that on Custom Data. As with the other sections, required fields are indicated by a red asterisk (*).
The last section available will be the File Note section, in which you can add commentary of any form to the matter upon creating it. You can also add a tag(s) to the File Note, which you can later use to apply filters on list views with.
After you are happy with all of the above sections, click on the big green 'Create Matter' button to create the matter. Doing so will close the pop-up window that you used to create the matter, and a small notification will pop up near the bottom of the screen to indicate that the matter was successfully created. You can click on the 'Edit' button within this notification to open up the newly created matter.