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Adding a Matter to the system
Matter is the type of record that enables the concise organization of processes, projects, contracts, employees, etc., related to your business operations.
It is subordinated to a Company, which can be used to register both external and internal Companies (departments and offices within the company itself), among others.
Although not mandatory, its use is recommended for more efficient management.
Follow the step-by-step instructions to register a new Matter in the system:
1. Open the "Input (+)" menu, then access the "Administration" submenu, and click on "Matter", as shown in the illustrative image:
2. Fill in the form fields with the Matter's data.
Attention! You must have a Company registered on the platform to register a Matter.
3. Click the green "Save" button, located in the top right corner.
Upon saving, it will be possible to include Documents in the registered Matter.