Synergy Matters 4
Synergy Matters 4 – Shared Contacts
Contacts can be added to a matter and optionally shared as a global contact so other users can select that contact for their matter as well. Contacts are visible at the bottom of the main screen. Open the shared contacts database, add a new contact or edit a contact. From the Shared Contacts screen you … Continue reading
Synegy Matters 4 – Export Matter Documents
Synergy Matters – Export Matter to Folder allows you to export all the documents for a given matter to a file folder outside of Synergy Matters. Right Click any matter and choose “Export Selected Matter to Folder” to export all the documents of that matter to a file folder of your choice. Choose “Export Matter … Continue reading
Synergy Matters 4 – Matter Eligible for Destruction
Synergy Matters allows for entry of how many years a matter needs to be retained under our “Retention Years” entry for each matter. When a matter is archived the destruction date will be automatically calculated based on the number of years after the matter was archived. A lawyer will have the option to select “Show … Continue reading