Complete a legal matter task through Mobile Agent

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

    • When you finish working on an assigned matter task, you can mark the task as complete.

    Vorbereitungen

    Role required: sn_lg_ops.legal_user

    Prozedur

    1. In the Mobile Agent, navigate to the Assigned Tasks list.
    2. Tap an assigned task.
    3. In the Details tab, tap Mark as Complete.

    Ergebnisse

    The matter task is completed and its state updates to Review. It sent to the matter owner for approval.