Matters are the second level of the file plan and are created within clients. A matter organizes file parts within it. A matter can be scheduled and the matter trigger can be processed to add a retention date. 

This section includes the following topics: 

• Create a Matter
• Select a Matter
• Modify a matter
• Move a Matter
• Select a Practice Area
• Select an Area of Law
• Assigning Matter Instructions
• Preventing a New File Part Addition
• Assign Holds