Add collaborators to a legal matter through Mobile Agent
Add other users as collaborators so that they can view the details and progress of a legal matter.
Vorbereitungen
Role required: sn_lg_matter.matter_fulfiller
Prozedur
- In the Mobile Agent, navigate to the Assigned Matters list.
- Tap the assigned matter to which you want to add a collaborator.
-
Tap the actions icon (
) and select the Add Collaborators option.
- Tap the Add Collaborators field and select the users to add as collaborators.
-
Tap the ok icon (
).
-
Tap the submit icon (
).