How-To:Brief

From ContactsLaw Documentation
Revision as of 11:24, 10 June 2024 by Bradley Smith (talk | contribs)

1.Open the app and go to the “Document” section. Click the arrow, then select "Create Brief".

Step 1 - Brief Document.png
Step 1.2 - Brief Document.png

2.You will be directed to the “New Brief” and fill up the necessary details.

Step 2 - Brief Document.png

For Matter, just search the name or a keyword.

Step 2.1 - Brief Document.png
Step 2.2 - Brief Document.png

3.Just add a description and then click the template and you can choose to “SMS” or “Email”.

Step 3 - Brief Document.png
Step 3.1 - Brief Document.png

4.Then click Save & Close.

Step 4 - Brief Document.png
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