Use the Change Phase button to use the information in an SOP record to create a TeamConnect matter record. If you have the appropriate rights, once you create a matter, you can view it in TeamConnect.
Typically, once you use an SOP record to create a matter, the only phase that you can select is Close.
Note: Close is the default option that is provided by SOP Manager. Your options may be different.
Documents
Documents that are associated with an SOP record are not automatically copied to the new matter. You must copy documents separately. See Copying SOP Documents to a Matter for more information.
