When users subscribe to matters, any matter – or site linked to the subscribed matter – will be displayed and becomes available in the DMSforLegal tree.
- Right click on My Matters in the DMSforLegal tree.
- Select Subscribe to matter to open the Subscribe to matter dialogue box.
- If you know any information about the item you are searching for, enter it into the corresponding text field. Search for a matter to subscribe to by typing keyword(s) into one or more of the text fields labeled: Matter (1), and Client (2), To search every matter you are authorized to view, leave the fields blank and select search (3).
- Click Search.
- Select the matter(s) to subscribe to. Select and subscribe to more than one matter at a time with multi-select (hold down control key).
- Click OK.
After subscribing to new matters they will automatically be added to the Recent Matters in DMSforLegal Folder popup when selecting a matter to file emails into.