About this course

Creating Clients & Matters with Dossier Data

• Adding a Client & Matter
• Saving a Document

Using Workflows to Enter Dossier Data

• Using Workflows
• Loading a Workflow
• The Show/Hide Button
• Running a Workflow
• Undoing a Run Task
• Removing a Workflow

Matter History Folders

• What Are Matter History Folders?
• Creating New Folders
• Viewing Folder Contents
• Adding Items to Folders
• Moving Items Between Folders
• Deleting Items from Folders
• Deleting a Folder

Item Types

• A Note on Item Types
• Locating Item Types
• Adding a New Item Type
• Linking Item Types to Matter History Entries

Matter History Searches

• Sorting Matter History Data
• Adding & Removing New Columns
• Filtering the Matter History
• Using the Expression Filter
• The Keyword Search
• The Matter History Client Search
• Last 10 Matters Accessed

Matter History Permissions

• Matter History Permissions
• Adding Groups & Supervisor Permissions
• Permissions Set on a Matter
• Matter Permissions
• Individual Items
• Changing Ownership of Items

Matter History Packages

• Creating Packages
• Adding Matter History Items to Packages
• Sending Packages
• Downloading Packages
• Viewing Package Contents