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Step Change: Related Matters

Step Change: Related Matters

 

https://support.actionstep.com/support/solutions/articles/150000020278-edit-workflow-step-screen-related-matters in Actionstep Help Center

 

Hands-on

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 =>