Lawtrac 4.x - Predefined Matter Teams - Alignment Tool
In this guide, you will see how you can align individual members on a predefined matter team with the options in the "Alignment Tool".
|Title||Lawtrac 4.x - Predefined Matter Teams - Alignment Tool|
Predefined Matter Team - Alignment Tool
You can align individual members on a predefined matter team to open and closed records with the options in the Alignment Tool. You can align the group to all open records, all closed records, or both, but cannot align a team to a specific, individual matter.
- Top-menu, My Lawtrac | Application Administration
- Legal Department tab
- To the right, click on Predefined Matter Teams
- Select Team from the Active list on the left
- Click on Alignment Tool
- Select the option for Open, Closed, or Open & Closed Records
- Click Run Alignment
- Matters affected will be displayed