Accept Matter
This functionality allows you to formally acknowledge the matter and trigger key workflow functionalities, including control over reporting status.
To accept a matter:
- On the top right of the matter view, click the Accept Matter button (highlighted in orange).
- Select the acceptance date and click Confirm.
- Once accepted:
- The matter is officially marked as in progress under your responsibility.
- You will gain the ability to enable or disable the reporting status as required.
- The matter status updates accordingly (e.g., from Assigned to Ongoing or as defined by your workflow rules).
Note: The "Accept Matter" action is a role-based function available to authorized users such as Gatekeepers or Legal Reviewers.