OneDocx manages each and every information of legal matter, which is not only required but also important and critical for user and ensures its 100% availability to user.
Matter Details and Other options:
Click Matter available on the left Panel of OneDocx, you will be presented with Matter listing page
Matter Details and its Association with other Modules:
Double click any Matter, you will be presented with matter details and its association with other modules of OneDocx (i.e Documents and Tasks)
The Dashboard will give you every detail of matter
You can view, upload, and manage documents associated with the Matter on the Documents tab.
Document management is covered in detail in the document management and automation chapter of this guide.
The Tasks tab shows all Tasks associated with this Matters for all users on the Onedocx account. If you have added any Task Lists when creating the Matter, they would be visible here.
The activities tab shows all the activities associated with this matter for all users on the Onedocx account.If you have added any activity when creating the matter, they would be visible here.
The Bill tab shows all the bills associated with this matter for all users on the Onedocx account.If you have added any bills when creating the matter, they would be visible here.
For more information on how to Manage Matters, Please follow our other articles or Video Tutorials,