Administrators and power users can create agreements and distribute them to the users by using the Agreement Management function for standard and law compliance.
Desktop & Tablet
Mobile
Click Matter on the core navigation bar at the top left of the screen.
Click on the gear wheel icon at the top right of the screen.
In the Admin Panel section, click Agreement Management.
Click on the plus symbol at the top right corner of the screen.
Fill out the required information on the agreement creation screen.
Title - the title of the agreement.
Version - the version number of the agreement.
Description - the content of the agreement.
Click Save at the top right corner of the screen.
Tap Matter on the core navigation bar at the bottom left of the screen.
In the Admin Panel section on the top, tap Agreement Management.
Tap on the plus symbol at the top right corner of the screen.
Fill out the required information on the agreement creation screen.
