Matter History Permissions
- Supervisor Permissions & Security Groups (System Supervisors)
- Permissions Set On A Matter (System Supervisors)
- Setting Permissions On Individual Items
- Changing Ownership Of An Item
- Matter History Audit Trail
Subscribed Items
- What Are Subscribed Items?
- Subscribing To Notifications
- Viewing Subscribed Items
- Unsubscribing From Notifications
Case Bundles
- Creating Case Bundles
- Creating Folders
- Adding Content To Bundles
- Generating A Case Bundle
- Opening and Saving a Bundle
- Amending Bundles
Workflow Status Bar
- What Is The Workflow Status Bar?
- Viewing The Status Bar
- Adding & Editing Messages
Matter History Folders
- Creating New Folders
- Viewing Folder Contents
- Linking Items To Folders
- Moving Items Between Folders
- Unlinking Items From Folders
- Deleting A Folder
Advanced Email Options
- Setting Up Email Signatures (System Supervisors)
- Email Using Templates
- Email Packages
Email Client
- Setting Up Client Email Accounts To Use With Email Client (System Supervisors)
- Editing & Removing Linked Email Accounts (System Supervisors)
- Syncing Your Emails
- Viewing, Replying & Generating New Emails
- Linking Emails & Attachments To Existing Client Matters
- Linking Emails To The General File System
- Deleting Emails