When your Actionstep system supports two or more divisions, you can assign matters to specific divisions within that system. A division allows for a sub-set of users to use the same processes, branding, and email accounts while running individual sets of accounts. (See What is a Division? for an in-depth explanation of divisions.)
NOTE:
An admin can customize how divisions are set up in your system by going to Admin > Divisions and then clicking on the division name and choosing Edit Division Preferences.
Before you begin:
- Create a matter. Once it's created, you can then assign it to a specific division.
To associate a matter with a specific division:
- In Actionstep, view the matter you want to assign to a division. (See Editing a Matter for help.)
- Click the tooltip icon next to the matter name.
A popup window appears.
- Click Edit. The Edit Matter Properties window appears.
- Click the Division drop-down list and choose the division you want the matter associated with.
- Click Save to save your changes.
NOTE: Contacts cannot be assigned to or restricted by division.
Additional Resources:
Updated