About this course

Matter History Permissions

• Supervisor Permissions & Security Groups (System Supervisors)
• Permissions Set on a Matter (System Supervisors)
• Setting Permissions on Individual Items
• Changing Ownership of an Item
• Matter History Audit Trail

Subscribed Items

• What are Subscribed Items?
• Subscribing to Notifications
• Viewing Subscribed Items
• Unsubscribing From Notifications

Case Bundles

• Creating Case Bundles
• Creating Folders
• Adding Content to Bundles
• Generating a Case Bundle
• Opening & Saving a Bundle
• Amending Bundles

Workflow Status Bar

• What is the Workflow Status Bar?
• Viewing the Status Bar
• Adding & Editing Messages

Matter History Folders

• Creating New Folders
• Viewing Folder Contents
• Linking Items to Folders
• Moving Items Between Folders
• Unlinking Items From Folders
• Deleting a Folder

Advanced Email Options

• Setting Up Email Signatures (System Supervisors)
• Email Using Templates
• Email Packages

Email Client

• Setting Up Client Email Accounts To Use With Email Client (System Supervisors)
• Editing & Removing Linked Email Accounts (System Supervisors)
• Syncing Your Emails
• Viewing, Replying & Generating New Emails
• Linking Emails & Attachments to Existing Client Matters
• Linking Emails to the General File System
• Deleting Emails