navigating to the matter click on the matter number and title link to be brought directly to the...

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Navigating to the Matter Click on the Matter Number and Title link to be brought directly to the matter.

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Page 1: Navigating to the Matter Click on the Matter Number and Title link to be brought directly to the matter

Navigating to the Matter

Click on the Matter Number and Title link to be brought directly to the matter.

Page 2: Navigating to the Matter Click on the Matter Number and Title link to be brought directly to the matter

How Do I Find An Existing Document?

The Quick Links and Add columns have been removed from the system

If you click on the icon, you will be brought to the same document screen as in the previous version. You can still view all documents associated with the matter by selecting Documents from the Show All function at the top of the Activity list.

Previously you could see that a document was present by the presence of the red asterisk next to the folder icon

In the new version of FIP, the document icon will appear in the far right column if a document is present.

Page 3: Navigating to the Matter Click on the Matter Number and Title link to be brought directly to the matter

How Do I Add A New Document?

and the “Add” column

have been replace by a blue arrow to the right of the activity name.

When you click on that blue arrow, a small window opens that has the complete list of actions you can take against the activity

Click on the Add Document link.

The “Quick Links”

Once you click on that link, the process is the same a the previous version of FIP.