Jumping Between Matters Fast

  • Updated

00:00: This video will demonstrate how to quickly.

00:03: Jump between matters within CARET Legal.

00:07:

00:08: This feature allows you to switch between matters without returning to the main

00:12: matters list, helping you move faster when working across multiple cases.

00:18: While you're inside a matter, locate the matter name and number dropdown in the top

00:23: left corner of the screen and click the dropdown to open the matter selector.

00:31: From here, you can begin typing the name or matter number of the matter you want to

00:35: access.

00:39: Select the desired matter from the results list and click Go to open the selected

00:44: matter.

00:46: If you need to cancel the action, simply click the X to close the window without

00:51: switching matters.

00:55: You will now be taken directly to the selected matter, allowing you to continue your

01:00: work without navigating back through the main menu.

01:06: This video has demonstrated how to quickly jump between matters within CARET

01:10: Legal.

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