Info
https://actionstep.zendesk.com/hc/en-us/articles/360023022533-Associating-a-Related-matter-type-with-a-step-change in Actionstep Help Center

Hands-on
Add General related matter to a step change in your Bankruptcy matter type. Move to that step to relate an existing matter. Create a new related matter on the step change.

Continue to Step Change: Trust Account =>

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