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How to create a matter?

This article explains how to create a new matter in Disclosure Ready.

Creating a matter #

  1. Click New Matter in the top right corner
  2. Enter the matter details:
    • Matter name
    • Your Party name
    • Date
    • Enable matter intelligence
    • Use a template to create your matter
    • Comment (optional — visible to you only)
  3. Click Create — the matter will appear in your Matter list

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