Associate Entity
To add an entity to the selected matter record, select Associate Entity from the Entities sidebar.
- Search available entities by typing a search term in the text box. Search terms can be a letter or group of letters in the entity's title, and results return a list of all entities with that letter or group of letters in the name.
- Once the entity you want to add appears in the search results, click the radio
button to the left of the entity name. - Select a matter category to associate with the entity.
- Click Add Entity.
