iManage Security Policy Manager Administration Guide

Select Matters. The Matters dashboard appears.
TIP:
You can also access matters from matters lists on other pages, such as Clients, Collections and Cases..
On the Matters dashboard, in the row of the matter that you want to update, select > Matter Details.
The Matter Details - Overview page appears.

From the menu displayed, select the required tab to perform the corresponding tasks.

Tab	Functionality
General Details	View the Matter ID, Matter name, and Notes entered. Update the matter administrators and administrator types.
Security	Update the matter's security policy, access request settings, memo and holds.
Staffing	Update the users in the matter team.
Notifications	Update the list of additional users with access to the matter.
Conflicted Users	If you have Conflicts Officer or Conflicts Administrator role, update the list of users with conflicts with the current matter.
Opposing Team Sets	If you have Conflicts Officer or Conflicts Administrator role, update the list of matters opposing the current matter.
Locations	Update the list of matter-level locations.

NOTE:

Alternatively, on the Matter Details - Overview page, select the buttons to navigate to the content under the corresponding tab. See Viewing Matter Details.