Where can I update the stages of the matter I'm working on?
1. Click on the Matters tab present on the nap bar.
2. Click on the matter you want to update the stage of.
3. Click on the pencil icon present in the top right corner.
4. An Update Matter form will open, select the Matter Stage from the drop-down for the matter that you want and click on the Save button.
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How to update or replace a document with another in Matter?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to update or replace the document. 3. Click on the Documents tab appearing on the panel and then click on the file or document that you want replace. 4. Then in ...How to edit the name of the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit the name. 3. Click on the pencil icon present on the right-hand side. 4. Update the matter title/name, then click on the Save button.How I can change the name of an existing matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit the name. 3. Click on the pencil icon present on the right-hand side. 4. Update the matter title/name, then click on the Save button.How to mark a task as completed under matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to mark a task as compeleted. 3. Click on the check icon present in front of the task, that you want to mark it as compeleted, under Tasks tab. 4. Click on ...How To Create a Matter?
1. Click on the Matters tab present on the nap bar. 2: Click on the ‘+ New Matter’ button to add a new matter. 3: Fill in the details such as matter title, Location, Description, clients, etc, and click on save.