Step 4: Create a Matter Using the Auto-Add Feature

To use the now formatted AutoAdd checkbox for a particular Contact or Account, based off a particular Matter record type, to all Matters created with that record type.  Provided you have checked the AutoAdd checkbox when creating the Matter.

Create a Matter & Check the Auto-Add Checkbox to Automatically Add the Contact to that Matter

  1. Navigate to the Matters tab
  2. Select New Matter
  3. Select a record type
    • Choose a record type you have created custom auto-add setting for a Participant.
  4. Add all needed information to the new Matter and be sure to check the AutoAdd checkbox
    • You will see that the Participants were automatically added to the Participants related list.