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FAQ
Image assigned to the particular Matter type
You can create different matters to handle different types of jobs (eg, Marketing events, Sales leads, Legal matters, Project management, Employee files). Each type can be assigned a different type of image so that users can easily identify what type of Matter they are working with.
Matter Name
This is the name that has been assigned to your Matter. Everyone will name their matters differently but normally you will make it something unique that will help you identity the piece of work that your matter is covering.
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You can see more information about the Matter by clicking on its name (or the information icon
You will also get access to the Edit button. This allows you to change some of the details of the Matter.
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beside the name). This information will include some of the basic information like Name, Type and File reference that you can see normally but it will also show you:
Matter Type
You can create different Matters to handle different types of jobs (eg, Marketing events, Sales leads, Legal matters, Project management, Employee files). In this space you will see the name of the Matter Type.
Matter ID
Every Matter is assigned an ID number. This helps you track your work with the ID. The ID's are created sequentially and automatically. This means that if your last Matter had the ID 1234, the next will have the ID 1235. When you create a new Matter this number is assigned automatically by the system and it cannot be changed once created.
Related Matters
You can map some matter types to other matter types. There are various reasons for doing this but normally it is because you have another set of work that is related to an original set of work. You can use Related Matters to track this. If you have created a related matter from the matter that you have open it will tell you in this space. If there is more than one Related Matter linked to this matter then it will give you the number of related matters.
You can click on the arrow beside the Related Matter to be able to see the Related Matters and the matter types you can create as Related Matters. You can either click the Add New button to create a brand new matter or you can search for an existing matter in the box to the right of the Add New button.
File Reference
This is a reference that you can enter to help you recognize` this Matter from others. Some Actionstep users use file references to refer to a file in a filing cabinet or to a file in a previous system they used. It is not a compulsory field.
