Managing matters
Renaming a matterThis guide details how to rename your matters
Editing your matter detailsMake quick updates to the key facts and core details for your matters
Viewing draft advice for mattersUnderstanding draft advice for legal support requests and who can view it
Viewing and leaving comments on a matterAccess your activity feed and post comments to collaborate with others
Uploading and previewing documents on a matterView supporting material from a handy document editor
Editing documents stored against a matterEdit the supporting materials related to your matter
Linking documents to mattersHighlight the relationships between documents and matters by linking related documents under supporting material
Creating approve and eSign workflows from mattersWhere supporting material for a matter needs to be reviewed, approved or signed, create simple workflows with the click of a button
Deleting mattersThis guide highlights how lawyers can delete a matter from Plexus