View external matter details

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • 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

    1. Open a legal matter.
      MethodAction
      Using Legal Counsel Center homepage
      1. Navigate to All > Legal Request > Legal Counsel Center
      2. Select View All option on the Matters widget.
      Using Legal Counsel Center lists
      1. Navigate to All > Legal Request > Legal Counsel Center
      2. Select the list icon (List icon).
      3. In the Lists tab, navigate to Matters > All.
      Using platform view
      1. Navigate to All > Legal Matter > Matter > All
      2. From the list open a legal matter.
    2. Select the External Matters tab.
    3. Select the Matter ID to view Summary, Spend Information, Firm Details and Other Details.
    4. Select link in the Legal Tracker matter link field to open and view the matter in Legal Tracker.