Creating a Related Matter

Once you have set up related matter types, you can relate matters to each other. 

To do this:

1. In Actionstep, view the first matter you want to associate with another. (See Editing a Matter for help.)
2. At the top of the matter's Home page, click the Related Matters drop-down list.
   A window appears and shows you your options.
3. Choose one of the following:
   • Click Add New to create a new matter and have it be associated with the current matter. Then complete the steps outlined in Creating a Matter. 
   • Click the Add Existing drop-down list to choose an existing matter that can be associated. Then click Done.

The matter you created or selected is now associated with the matter you are currently viewing. 

Once the matter is related, you will be able to access it either from the same link in the toolbar or using the Related Actions panel on the matter's Home page (if you have enabled it for this matter type and system role).

NOTE:  One advantage of relating matters to each other is that you can configure the relationship to allow you to see the file notes and tasks of all related matters in a single list. To do this, open one of the related matters, view the File Notes or Tasks menu icon and click Include Related Matters, as shown below.

Related Articles

• Setting Up Related Matter Types (Admin)
• Getting to Know the Matter Home Page
• Editing Workflow Step Actions – Related Matters (Admin)