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:
- In Legal Tracker, go toUsersand selectUser List.
- Find and open the user profile.
- 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