In this article, you will learn about the 'Global Create Button' and what you can create through it.
The purpose of the 'Global Create Button' is to provide you with one location from which to create entries. This means you don’t have to jump around from screen to screen to get things done and entries created. Below is a list of all the things that can be created from the 'Global Create Button.'
The 'Global Create Button' is located next to the quick search bar in the top, right-hand corner of the screen.
This menu consolidates the navigation for the creation of entries throughout the system. When accessed on an open matter screen, matter and client details will be inherited by the transnational and entry screens for quicker entry.
You can also click on 'Show less...' which will show you the most used options only.
|Created outside of a matter||Created within a matter|