Matters
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Auto-Add Matter Participants
- Overview: Auto-Add Participants to a Matter
- Step 1: Add the Auto-Add Checkbox to a Matter Page Layout
- Step 2A: Add CaseSafeID to the Account Page Layout
- Step 2B: Add CaseSafeID to the Contact Page Layout
- Step 3A: Auto-Add Participant Account via Custom Settings
- Step 3B: Auto-Add Participant Contact via Custom Settings
- Step 4: Create a Matter Using the Auto-Add Feature
- Adding Custom Fields to Participants