Add collaborators to a legal matter through Mobile Agent

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Add other users as collaborators so that they can view the details and progress of a legal matter.

    Before you begin

    Role required: sn_lg_matter.matter_fulfiller

    Procedure

    1. In the Mobile Agent, navigate to the Assigned Matters list.
    2. Tap the assigned matter to which you want to add a collaborator.
    3. Tap the actions icon (Actions icon.) and select the Add Collaborators option.
    4. Tap the Add Collaborators field and select the users to add as collaborators.
    5. Tap the ok icon (OK icon.).
    6. Tap the submit icon (Submit icon.).