Help - Users - File Notes

Help - Guide for General Users - Matter Menu

Background

When you open a matter, the top portion of the browser will contain matter header information, including the matter number, client, case name, etc. The bottom portion of the browser will contain matter summary, including processes, key tasks and notes.
The matter menu will be located in the top right corner of the matter header. The menu is a drop-down menu list, with a Go button to the right menu. To go to a menu option, select the option in the drop-down list. If fast menus are off, you must click the Go button after choosing a menu option. If fast menus are on, the Go button is used only to refresh a screen.

Menu Options

Matter Summary: displays the matter summary screen (processes, key tasks and notes)
Processes: displays a summary of processes applied to the matter
Parties: displays all contacts related to the matter
Documents: display a list of documents that apply to the matter
Email: opens an email window with the subject line already filled in
Help: opens this popup help window
Exit: returns to the Matter Search screen.
Note that the Matter link in the top left corner of the matter header will perform the same function as the Exit menu option, returning you to the Matter Search screen.