The purpose of the Global Create button is to provide you with one location from which to create entries. This means you don’t have to jump around from screen to screen to get things done and entries created.
The Global Create Button is located next to the quick search bar in the top, right-hand corner of the screen.
This menu consolidates the navigation for the creation of entries throughout the system. When accessed on an open matter screen, matter and client details will be inherited by the transnational and entry screens for quicker entry.
You can also choose to "Show less' which will show you the most used options only.
| Created outside of a matter | Created within a matter |
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