Legatics

Legatics Support

Manage matters

Creating a matter

Understand more about getting consent to use Legatics

Client consent

Create demo matters to test functionalities out before you start  live transactions.

Demo matters

Viewing open matters

Matter dashboard

Opening a matter

Understand the users, organisations and roles in a matter

Participant overview

Matter administrator

Roles

Organisations

Users

Keep participants confidential from others

Hiding organisations and users

Manage Participants

Manage Permissions

How to manage your list permissions and allow or restrict participants to view, edit or add to your list

List permissions

Row permissions

Checkbox permissions

This article will explain how to set permissions on your comments column

Comment permissions and deletion

Restrict who can view, upload and manage versions

File permissions

Restrict who can edit and view free text columns

Free text column permissions

How to manage status permissions in a list to allow or restrict participants from viewing, changing or setting statuses

Status permissions

Column permissions

Check if your permissions have been applied correctly

Viewing as another organisation or user

How to review permissions across your matter to ensure they are set correctly

Reviewing permissions

Check that permissions are applied correctly 

Email notifications

Audit trail

Changing matter details

Deleting a matter

Emails, audit trail and deleting your matter

Everything else

Website

User Roadmap

Admin Roadmap

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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