How do I remove an entity from a matter?

Modified on Tue, 23 Jan at 2:28 PM

Select the matter where you wish to remove the entity from and click on the Matter Contacts icon

The screen will show which entities are attached to the matter.

Select the matter contact by left clicking once on the contact. Then click on the red MINUS sign to remove the entity.

The system will ask you to confirm your deletion.

Please note that this only deletes the entity off the particular matter you are currently in, not the whole of partner.