Use the Involved/Assignees page to completely remove a user from a matter.
Note: If you are working with Advice and Counsel matters, the link in the left pane and the page name is Assignees.
1.Search for a matter and open it. 2.In the left pane, click the Involved/Assignees link. 3.Click Edit. The page opens in edit mode.
4.Select the check box next to the name of the assignees that you want to remove from the matter. You can select more than one check box. 5.Click Remove. The selected user is deleted from the Assignees page, but not from TeamConnect Legal.
6.Select a save option. |