Recent updates
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AdvoLogix Setup: Key Dates
Updated onArticleKey Dates are Matter Date fields designated by your organization as significantly important, at minimum to Calendaring. Key Dates are optionally displayed on the Matter Calendar and the Matter Gantt. This setup area allows organizations to customize their Key Date designations.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Files and Content
Updated onArticleThe files and content setup area provides the settings needed to manage CRM Content and the AdvoLogix Files and Content Panel.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Conflict Check
Updated onArticleThe conflict check options allow organizations to tailor the sources used for the conflict of interest search.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Community Sharing
Updated onArticleBy default, private Matters are only accessible by the Matter owner and those individuals above them in the owner's role hierarchy. AdvoLogix Participant-based Matter community sharing helps simplify the process of sharing Matters based on the participation in a given Matter.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Activity Plans
Updated onArticleThis tab provides access to options used for managing Activity Plans (AP). To find the AdvoLogix Setup tab, go to the app launcher (or waffle).
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Reporting
Updated onArticleThis tab provides access to the enhanced reporting settings.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: AdvoDoc
Updated onArticleThis tab provides access to the AdvoDoc settings.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Overview
Updated onArticleThis tab offers users a quick way to search our online documentation, read recent news from AdvoLogix, and easily check the application version.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Legal Hold
Updated onArticleThis setup area allows organizations to customize the AdvoLogix Legal Hold process. The upper portion of the setup area allows for the selection of data objects to be included in the legal hold process. The lower portion of this area provides several options described below.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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Introduction to the AdvoLogix Setup Tab
Updated onArticleThe AdvoLogix Setup tab allows users to search the online Help Guide (this publication), read the latest news from AdvoLogix and monitor application updates. Application and matter-specific settings are available in the AdvoLogix Setup (left) sidebar.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab