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See up-to-date Conflict Check article in Actionstep Help Center. |
A special report allows you to quickly perform a conflict of interest check. Go to Reports > (Matter) Reports > Reports List and click on the "Conflict Check" report (if you don't see this report in the list then ask your Administrator to set your report permissions).
Simply type in a name, or part of a name, and run the report. We recommend that you run the HTML report first because that will allow you to drill down into the search results for deeper analysis. You can adjust the search by changing the search terms or selecting specific data sources.
Once you are satisfied with the search you can save it to PDF or Excel and then link it to a matter or save it to a contact record.
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Note that the conflict search will only return results that you are allowed to see. You should therefore always try to run the conflict check from a user account with maximum permissions. |
