Matters

Created by Allison Cloyd, Modified on Thu, 19 Jan 2023 at 07:34 PM by Robert Butler

A Matter is where you keep all of the client's documentation in relation to the file, including:

  • The parties
  • Documents
  • Emails
  • Tasks
  • Timesheet records
  • File Notes
  • Calendar appointments
  • Income and costs
  • Other data

A Matter can also be called:

  • an Action,
  • a File,
  • a Case,
  • a Project,
  • a Job

You can view your matters from your home screen or by clicking on "Matters" from the menu at the top of your screen.

Actionstep home screen with the 'Matters' meni item circled


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