To create a new matter, click Add New Matter from the Matters tab.
Add New Matter
- From the Add New Matter page, choose a matter classification from the drop-down menu and click Continue. Repeat this process for keyword, and/or issues (if available).
- Enter matter name and short name in the appropriate text fields. Information is saved successfully when you see the icon. Without a unique matter name or short name, you cannot move on to the next step.
- Click Next. See Start for details on the step-by-step process.
Note for site administrators: It is recommended that you establish policies for adding matters based on your company's needs and the categories of data that require tracking for each matter type.