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Matters & Workflow
Matters & Workflow
Matters serve as the core for many Actionstep functions. Many items are stored against matters in some way. They are central hubs for any information pertaining to a specific case, job, file, action, etc.
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Matter Overview
Matter Overview
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Participant (Contact) Panels
Participant (Contact) Panels
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Company Contact Record
Company Contact Record
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Contact Name Format
Contact Name Format
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Creating, editing, and deleting Contact Records
Creating, editing, and deleting Contact Records
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How to Close a Matter
How to Close a Matter
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