electronic office document management
Previous   Next

Chapter: Work flow

Matter Information

In the "Actions" menu the very first entry is "Matter information". If you have a document highlighted, it will give you the details for that matter. If no document is highlighted you are prompted for the matter number.

It will give you all the standard client information, all the information in the miscellaneous section of the matter details form, and also details of any "address" that has been associated with a matter.

If there are any problems, please give me feedback!