Your Matters Dashboard
Where is my matters dashboard?
You can find your matters dashboard by clicking the Orbital Witness icon at the top left of your screen.
Finding a specific matter
In your Matters Dashboard, you can search for your matters in the search box by name, code and type.
OR
Click on either the Sorting and Filter drop down bars. This allows you to sort by matter name, code, type etc.
Closing a matter
How do I close my matter?
Your matter's dashboard allows you to keep your priority work organised and secure. By closing your matters you are able to control the editing permissions that will prevent any further charges, whilst keeping a tidy dashboard containing only your current work. (Note: fear not! You will still have the ability to view your ordered documents in the closed matter).
Go to your Matters Dashboard where all matters within your organisation will be logged.
Filter your list by selecting the Created by you option.
Once you have identified your matter, click on the blue toggle on the right-hand side of the the matter box.
Re-opening a matter
How do I reopen a closed matter?
Enter your Matters Dashboard.
Filter your matters to Closed - this will list all of your previously closed matters.
Click on the grey toggle on the right-hand side of the Matter - this will reactivate the matter and the toggle will light up as blue again.
Matter Settings
Matter settings give you the flexibility to alter and amend your client codes, matter codes and the status of your transaction type. This ensures that your firm's accounting teams have the correct codes to pass costs onto the correct client. Only new charges will have new matter codes that will then be conveyed to the accounting team. (Note: we advise you to alert your accounting team if you have incurred charges already).
Change Matter name: edit your matter name by clicking on the pencil icon to the right of the title.
Change Matter details: edit your Client Code, Matter Code or Transaction Type by clicking on the pencil icon in the top right of the 'Matter Details' box.
Sharing settings:
Share your up-to-date work with your colleagues and clients.
Share with colleagues in your organisation.
Go into the Matter Settings folder in the left taskbar.
You will see a Sharing settings window.
Click on the Internally heading.
Select whether you wish to share with your entire organisation, or specific people.
Click on the blue Update button.
For more info please see our guide on how to Share your matter and collaborate with colleagues.
Share externally with clients
Go into the Matter Settings folder in the left taskbar.
You will see a Sharing Settings window.
Click on the Externally heading. Your matter will be accessible through a Shareable link.
Select whether you wish to share an Interactive Site Plan or Interactive Walkthrough. For more info see our guides, Interactive Site Plans Explained and Interactive Walkthrough Explained.
Before sharing your matter, you can Preview the shareable link.
You will then be able to successfully share your matter with clients.