Linking Matter/Case/Contract to a Matter creates a centralized, matter-centric filing system that ensures all related information is organized and easily accessible.
Steps
Identify the primary matter to which the other matter/case/contract will link to and open it.
On the matter’s page, go to Matter and or contract tabs.
1. To link a Matter
On the side menu click on Matter and it will open next page. On the next page enter the related matter name and click Add Relation button to link. It will be added on the list there. Click Save to save the changes made on the matter
2. To link a Contract
On the side menu click on Contract and it will open next page. On the next page fill in the related contract and click Add Relation button to link. It will be added on the list there. Click Save to save the changes made on the matter
