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Adding Risk Exposure Information

The Exposure tab allows you to record the assessed risk of a matter.

To Add Risk Exposure Information to a Matter:

  1. Open the Matters module and add a new matter or edit a matter record.
  2. On the Exposure tab of the matter’s record, click the image New button.
  3. Enter the appropriate information in the text boxes or select from the dropdown lists.
  4. Additional information regarding a matter’s risk exposure may be entered in the Comments text box.
  5. Click the  Save button to save your changes.
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