How to Create a Matter
There are two ways to create a matter. You can select "Matters" from the Main Menu or you can click the plus sign (+) from within a meeting.

Matters can be created from the "Matters" section by clicking "Create Matter" in the top right. You will fill out all pertinent information and click "Save."

For Tablet and Phone Users:

Matters can be created from the "Matters" section by clicking the (+) in the top right.

Last updated: January, 29 2020
Haven't found an answer to your question?

Create a ticket
© 2020 Governance and Executive Systems, Inc.
All rights reserved. Various trademarks held by their respective owners.
Locations
North America
8121 Bee Caves Road #150,
Austin, TX 78746

Luxembourg
9 Rue du Laboratoire
Luxembourg, 1911

United Kingdom
Albert Buildings,
49 Queen Victoria Street,
London, UK