You can view, add and remove matters included in a collection on the collections Matters page.

NOTE:

Ability to perform these actions is dependent on role.
(The Collection Staffing Administrator role cannot perform these actions.)


Viewing matters in a collection

In the Collections dashboard:

  1. Hover on the row of the relevant collection.
  2. Select .

The collection Matters page opens. This displays the list of matters in the collection, including their basic details and security policy.

Adding matters to a collection

You can add matters to a collection manually, or automatically using collection self-maintaining rules.

Matter security and collections

This subsection provides an overview of how matter security and collections security interact. For more detailed information, refer to Collections Security and Access.

  • You can add matters with any type of matter security to a collection.
  • If a user is a member of a matter's staffing as well as a member of a collection that includes that matter, the user's access will be determined by the matter security—note that matter security will change to Restricted by Collection, in the case of an open matter added to a restricted collection.
  • For matters added to multiple collections, an additive security model is applied—for example if a matter is part of two restricted collections, a user only needs to be in the staffing of one collections to access the matter.
  • Matters on opposite sides of opposing team sets can be added to a collection. However, collection staffing will be prevented from accessing either / any such matter.
  • When you add an open matter to a restricted collection, the matter security changes to Restricted by Collection'. If such matter is removed from the collection, security for that matter will revert to Open.
  • When you add a restricted matter to a restricted collection, you can elect to change the matter security to Restricted by Collection. 
    • If such matters are removed from the collection:
      • They revert to asset-restricted security, if they are under a restricted asset—such as a restricted client group or case.
      • They are set to open security, if they are under an open asset.

Manually adding matters to a collection

To add matters to the collection manually:

  1. (Open the collection Matters page and) Select Add Matter. The Adds Matter to Collection dialog displays.
  2. Select the matters you want to add, by:
    1. Using a semicolon-separated list of matters to filter the matter list, and then bulk add the filtered matters. For more information about how to do this, see Filters.
    2. Selecting the check boxes next to the matters, or selecting the row of the matters you want to add to the collection.

  3. Select OK. The matters are added to the collection.

Adding matters to a collection using collection self-maintaining rules

To add matters to the collection using collection self-maintaining rules, see Configuring Collection Self-Maintaining Rules.

Removing matters from a collection

To remove a matter from a collection:

  1. (Open the collection Matters page and) Select the row of the matter you wish to remove from the collection. The Matters page displays.
  2. Click  > Remove. The matter is removed from the collection.

Access matter timeline and reports

You can also access the timeline and reports for a matter from this page.

Selecting either of these options takes you to the applicable section of the matter dashboard. See Viewing Historical changes and Reports for additional information.

See also Managing Matter Access Requests.