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Viewing Matter Records

This guide provides the information about how to view, browse, and search matters in TeamConnect.

You can view matters in a list view, browse matter collections, or search for matters.

To view matters

  1. Click the Legal tab.
  2. Select one of the following options:
    • Click a matter type under the tab bar.
    • Click a matter collection link in the left pane.
  3. To open a matter record, click its name in the list view.

You can also search for a specific matter record. See Searching for Specific Records for more information.

Matter General Page

Once you open a record, with the appropriate rights you can use the links in the left pane to add or edit information. See Working with Matters for more information.

For more information about the areas in this view, see Viewing Matter Records for more information.

No Matters Visible in the List View?

The first time that you try to view matters, it may appear that there are no matters available in the list view. This is because the list view defaults to the Recently Viewed collection. Click the All Matters collection link in the left pane if you know that there are matters available. The next time that you access projects, the list view defaults to the last collection that you opened. 

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