Matters
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Creating a New Matter
Published: Oct 13, 2025
0May 5, 2026 -
How to Manually Add a Precedent to a Matter
Published: Oct 24, 2025
0Oct 24, 2025 -
How to Manage and Add Tasks to a Matter
Published: Oct 24, 2025
0Oct 27, 2025 -
How to Add Folders Manually to a Matter
Published: Oct 24, 2025
0Oct 27, 2025 -
How to Create and Send Emails Within a Matter
Published: Oct 24, 2025
0Oct 27, 2025 -
How to Add Documents and Emails to a Matter using Drag and Drop
Published: Oct 24, 2025
0Oct 27, 2025 -
How to Manually Add a Precedent to a Matter
Published: Oct 24, 2025
0Oct 27, 2025 -
How to Duplicate Documents for Version Control in a Matter
Published: Oct 31, 2025
0Nov 3, 2025 -
How to Convert Documents to PDF within a Matter in Yao
Published: Oct 31, 2025
0Nov 3, 2025 -
How to Add a File Note or Call Note to a Matter in Yao
Published: Nov 3, 2025
0Nov 3, 2025 -
How to Sort and Filter the Matter List
Published: Feb 16, 2026
0Feb 16, 2026 -
Creating Matter Stages (Custom Statuses)
Published: May 5, 2026
0May 13, 2026 -
How to Request a Document for E-Signature
Published: May 6, 2026
0May 13, 2026 -
How to Create Bundles from your Matter
Published: May 22, 2026
0May 22, 2026 -
How to Publish Documents to the Client Portal
Published: May 29, 2026
0May 29, 2026