One-time setup for creating matters in Outlook

Company System Administrators or Tracker Coordinators are responsible for setting a few default add-in matter values in Tracker for add-in users.
To complete this one-time user profile setup step:
  1. In Legal Tracker, go to
    Users
    and select
    User List
    .
  2. Find and open the user profile.
  3. Set the default values for matters that this user creates by using the add-in:
    • Substantive law
    • Practice group
    • Org unit
    • Invoice approval route
    • AP routing