Matters

How to for Matters

• How to Add Images to Custom Data Matter Overview Panels
• How to Close Matters - Single and Bulk
• How do I Remove the Required Setting for Matter Data when Creating a New Matter?
• Changing Who a Matter is Assigned to
• Matter Calendar Appointment Panel
• Creating Phone Calls

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Creating a Matter

• Quick-Add Contact For for New Matters
• How to Delete a Matter
• Matter Naming Conventions
• Creating a Matter
• Matter Templates

Matter Navigation

• Creating a File note for multiple Matters
• Workflow History
• Matter Overview
• Matter Parties
• Matter Steps
• File Notes

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Matter Billing

• Rounding Error
• Seperate Office Disbursements and Office Expenses on Invoices
• Fee Estimates
• How to Delete an Invoice 
• Time Entry - Bill Behavior
• Scheduled Payments and Recurring Invoices

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Matter Documents

• Saving Invoices to Matter Documents
• Generating Documents for a Specific Matter Party
• What is the maximum file size for matter documents?
• Document Data Permissions
• Checking Documents in & out
• Browse, Search, and Sort Documents

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