Manage Matters
23 articles
[New] How to check your Matter intake email address
[New] How to restrict email domains for the Matter intake email address
[New] How to set the Workspace for Matters created via the intake email address
[New] How to manage Email notifications for requesters when matters are created (or fail) via email
[New] How to assign an Assignee (and an optional secondary assignee)
[New] How to edit Matter information
[New] How to delete a Matter
[New] How to search for Matters using Tabs and Filters
[New] Organizing Matters: How to link related files and matters
[New] Customize items in the Matter list
[New] How to export Matter information in CSV format