Matter Management

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Matter Management

A Matter is a database that contains all of the documents for a particular case or issue. The Matter menu tab is located the upper left corner of the screen:

snagitmatter

 

Within the Matter menu you can do the following:

Creating a New Matter – DRW PRO

Creating a New Matter - Hosted Single Matter

Creating a New Matter - Private Cloud

Open an Existing Matter Database – Ctrl+Shift+O

Open a Recent Matter

Close-out and Archive a Matter

Close-Out and Delete a Matter

View Matter Properties – Ctrl+Ins

Refresh Environment

Reset Window Layout

Access the Help menu - links to our User Guide (Hotkey: F1) and End User License Agreement (EULA)

View the "About DWR" window

Exit the application

These activities are performed via the Matter drop-down menu:

matterdrop