View external matter details
As a legal fulfiller, view the external matter details fetched from in the legal matter.
Vorbereitungen
Role required: sn_lg_matter.matter_fulfiller, sn_lg_ops.legal_fulfiller
Prozedur
-
Open a legal matter.
Method Action Using Legal Counsel Center homepage - Navigate to
- Select View All option on the Matters widget.
Using Legal Counsel Center lists - Navigate to
- Select the list icon (
).
- In the Lists tab, navigate to .
Using platform view - Navigate to
- From the list open a legal matter.
- Select the External Matters tab.
- Select the Matter ID to view Summary, Spend Information, Firm Details and Other Details.
- Select link in the Legal Tracker matter link field to open and view the matter in Legal Tracker.