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Released List

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The Released List hyperlink in the Key Personnel sidebar displays a list of key personnel that have been released from the matter record.

hmfile_hash_a40e59ec.png

  • hmfile_hash_62d10073.png—Email the individual.
  • hmfile_hash_4bc3c5d2.png—Add an internal note.
  • hmfile_hash_6e584dbf.png—Notifications or access to the matter is enabled. Click to toggle.
  • hmfile_hash_8051468a.png—Notifications or access to the matter is disabled. Click to toggle.

Reinstate a Key Person to the Matter Record

click on the individual's name or the hmfile_hash_eac883b2.png icon, then click Activate.

hmfile_hash_9f9f8e72.png

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