Creating workspaces

  1. Select Matters at the top of the view.

  2. Select images/download/thumbnails/74458586/image2019-6-16_1-12-1.png New Matter.
    The New Matter dialog box appears.

  3. Select Select Template and choose a workspace template. Select View to see the structure of the template.

  4. Type a name and description for the workspace.

  5. (Optional) If you want to add the workspace to your My Matters, select the Add to My Work (Owner's Matters) check box.

  6. On the Properties tab, select a database location for the new workspace.

  7. Select the properties and security options you want.

  8. When finished, select Create Workspace.