Family: Adding a Matter to the Family Module

To add a matter to the family module:

  1. From an existing Matter screen, choose Actions: Modules: Add Family Matter or click on the Family icon towards the top right corner.

  2. Click on the search icon for Claim Type, and select the appropriate claim type.

  3. Select whether the client is the Petitioner, Applicant or Respondent.

  4. Add a comment if required, and click on Finish.

  5. Double click on Claim Type to open the matter. The matter is now opened in the Family Module.