Assigning a Matter to a Division

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:

1. In Actionstep, view the matter you want to assign to a division. (See Editing a Matter for help.)
2. Click the tooltip icon next to the matter name.A popup window appears.
3. Click Edit. The Edit Matter Properties window appears.
4. Click the Division drop-down list and choose the division you want the matter associated with. 
5. Click Save to save your changes. 

Related Articles:

• What is a Division?
• Adding a Division