Matters

How to for Matters

• Using the Linked Calendar Appointment Data Field
• Restoring a Deleted Matter
• Matter Overview Panel Explanations
• Matter Status
• Creating Wiki Articles
• Matter Banners

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Creating a Matter

• Matter Naming Conventions
• Creating a Matter
• Matter Templates

Matter Navigation

• Workflow History
• Matter Overview
• Matter Parties
• Matter Steps
• File Notes
• System Notes

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Matter Billing

• Payment Terms
• General Retainers
• Bill Production
• Accepting Online Payments (Bill Pay)
• Making a One-Off Payment
• Fixed Fee Billing

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Matter Documents

• Document Data Permissions
• Checking Documents in & out
• Browse, Search, and Sort Documents
• Moving Documents Between Matters and Folders
• User Preferences
• Matter Documents