In the Navigation pane, select the Records tab.
Search or browse for the matter.
Right-click the matter, and select Properties. The Edit Matter dialog opens.
On the right side of the Edit Matter dialog, type the required instructions in the Instructions box.
Select OK.
NOTE: If a matter has instructions, the 
icon is displayed in the attributes column of the file plan for that matter. Hovering over the icon displays the matter instructions in brief. Select on the icon to read the matter instructions in detail.