If you do NOT see “Add Matter,” stop here and see:
Step 1: Navigate to Matter Management
Go to:
Menu > Matter Management > Matters
Step 2: Click “Add Matter”
Select Add Matter - Single Add Matter.
Step 3: Complete Required Fields & Add Matter
Select the Matter Template you want to use
2. Complete the form. Any fields marked with * are mandatory.
3. Click Add Matter
Step 4: Assign Vendor Access
Steps for adding vendors to matters can be found here: