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This How-to covers attaching additional contacts to a an already created matter.

Here are some key points to remember about attaching different contact types

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1. Click ‘Attach’ at the top of the matter tree Related Parties Tree in the upper left section of the Matter tab. A Contacts Search window will display.

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2. Enter the party’s first, last, or middle name, or Office/Company/Firm in the Search Criteria field.

3. Click the Binoculars icon or Press Enter

4. If the contact exists in your database, click on the desired entry to select it.

   1. If the Contact does not exist, Click ‘New Contact’ to add a new contact entry for the party.

   2. Note: Clicking the view button at the top of the window to see more details about the selected contact is useful if you are unsure whether it is the correct contact or not.

5. Click on the matching entry to select it.

6. In the lower left section, choose where on the tree you want to attach this entry.

7. Choose how the party relates to the matter from the ‘Attach as type’ drop-down list.

   1. This change will not affect the party’s Contacts type; it only changes how the party is attached to this particular matter. This will allow you to create a contact once and attach it in separate matters depending on their role in that matter.

   2. Note: The ‘Attach as Type’ defaults to the Contact type that you selected for the party that you are attaching but you can change it as needed.

8. Click ‘Attach’ at the top of the window.

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