With the appropriate access rights, you can create and edit matters at any time.

Note: Before creating a new matter record, first search for records that may already exist in the database. See Searching for Specific Records for more information.

The following topics apply to creating or editing matters:

•Creating a Matter Using a Wizard—Create a matter using a quick, guided process.

•Creating a Matter Manually—Create a matter starting from a blank matter record.

•Editing a Matter—Make changes to a matter.