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Video Link: Attaching Other Contacts to a Matter
\uD83D\uDCD8 InstructionsInstructions
Click ‘Attach’ at the top of the Related Parties Tree in the upper left section of the Matter tab. A Contacts Search window will display.
Enter the party’s first, last, or middle name, or Office/Company/Firm in the Search Criteria field.
Click the Binoculars icon or Press Enter
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