Add an artifact to a legal matter through Mobile Agent
Add an artifact to a legal matter to upload and store documents, emails, and files related to the matter.
Vorbereitungen
Role required: sn_lg_matter.matter_fulfiller
Warum und wann dieser Vorgang ausgeführt wird
Hinweis:
If the requester attached any files when submitting a request, a default
artifact containing those files is created in the matter promoted from the
request.
Prozedur
- In the Mobile Agent, navigate to the Assigned Matters list.
- Tap an assigned matter to which you want to add an artifact.
-
Tap the actions icon (
) and select the Create Artifact option.
- In the Enter short description field, enter a description for the artifact.
-
Tap the submit icon (
).