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https://actionstep.zendesk.com/hc/en-us/articles/360000942767-Matter-Parties in Actionstep Help Center

 

How to Edit a Contact from a Matter

How to edit a contact from the matter.mp4

Hands-on

  • Add a party to a matter.
  • Remove a party from a matter.
  • View the Matter Parties screen by Party.
  • View the Matter Parties screen by Role.

 

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