My Matters and Recent Matters

The left pane of the Documents screen has two lists above the folder tree, so the matters you use most are a click away.

My Matters

Your own list of matters. To add one, right-click its workspace and choose Add to My Matters; to take it off, choose Remove from My Matters. My Matters are kept as bookmarks, so a matter you add shows in the Bookmarks section too, and removing that bookmark removes it from My Matters.

Recent Matters

The matters where you filed or changed a document in the last 30 days, newest first, up to 20. Your administrator can change the 30 days. A matter leaves the list once you haven’t worked in it for that long.

In Both Lists

• Each entry shows the matter, then its client’s name in smaller text: 998.1 – Healdan Demo (Healdan). Hover over an entry that’s cut off to see all of it.
• Click an entry to open the matter in the folder tree below.
• A matter you can no longer open, or one that’s been deleted, doesn’t appear.