Organizing matters: How to link related files and matters
In Matter Management, you can link related files or other matters to keep all relevant information connected in one place. This can be helpful in many different ways, such as when you want to link a reference matter for easier access or when the same matter has been created separately by mistake.
Link related files
In the matter details page, you can link related files in three ways:
Add files via [Linked files]
Attach files in the Timeline
Attach files in an Email
Add via [Linked files]
Open the [Matters] list and select a matter.
In the matter details, click [Linked files] on the right panel.
Click [＋ Add], then either upload a new file or select an existing file.
Click [Link].
You can view details of the linked file under [File information] (available for contracts only).
To view related templates, click [Similar contracts] to see any relevant files.
Pin a File
You can pin any linked file so that it appears at the top of the [Linked files] list.
Click […] → [Pin] for the file you want to pin.
If multiple files are pinned, the latest version (newest upload date) appears at the top.
Unpin a File
To unpin, click […] → [Unpin]. The file will return to its original position.
Attach in the Timeline
When you attach a file to a Timeline message, it will be automatically linked to that matter.
Attach in an Email
Attaching a file to an email message from the Matter information screen will also link the file to the matter.
💡 Info:
From the file details page, you can check which matters a file is linked to under the [Matters] tab.
Link related matters
You can also link other matters to a given matter for better organization.
Use [Matters for reference] for cases where you want to cross-reference previous or related matters. This is a one-way link visible only from the source matter.
Use [Related matters] for cases like a master contract and a related addendum. This is a two-way link, visible from both matters.
How to link related matters
Open the [Matters] list and select a matter.
Click [Linked matters] in the right panel.
Click [＋ Add] under either [Matters for reference] or [Related matters].
Search by matter name or select from the suggested list, check the box, and click [＋ Add].
You can click [View] next to a candidate to see its details before linking.
💡 Info:
The following fields are included in the keyword searches for matters:
Matter name
messages
Timeline (excluding events) (*)
Emails
Slack threads
Names of linked files
(*) Request details automatically posted to the timeline when a matter is created are also searchable. Changes made manually afterward are not included in the search results.
Unlink files or matters
If you no longer need a file or matter to be linked:
Click […] → [Unlink] next to the file or matter in the list.
Unlink files
Unlink matters
Move the storage location of linked files
You can move (change) a matter and its linked files to the same storage location.
From [Location] on the matter information screen, click [Move matter].
2. Set the destination, select [Move all files] under “Linked files saved in the same location as the matter”, then click [Move].
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💡Info:
To move linked files individually, follow the steps below:
In step 2 of “Move the storage location of linked files,” select [Do not move].
Go to [Linked files] on the matter information screen, select a file and manage it from the file details screen.
For instructions on using the file information screen, see “How to Move a Signed Contract to Another Workspace.”
Link a matter from the file information screen
You can link a related matter from the file information screen.
Go to the contracts list in Vault or Templates, then click a file to open the Contract information view. From the menu on the right, select Related matters.
Click [Add from existing matters].
The matter dialog will appear.
Select the matter you want to link.
Select a matter using one of the following methods:
Select the target matter from the list of existing matters displayed on the right.
Enter a keyword in the search field or narrow down the results using filters, then select the target matter from the search results.
Click [Add] on the right side of the selected matter.
The selected matter will be linked to the contract and displayed as a related matter on the details screen.
💡Info:
If a linked matter is no longer needed, you can unlink it by clicking [Remove].
Click [+ Create new matter] to create a new matter and link it to the contract.