Onit Documentation

Viewing / Filtering Specific Matters

by Michael Nadeau Updated on

Here's how to view specific matters in Unity using filters on the main Matters page: 

  1. Click "Matters" on the left-hand side menu in Unity to open up the matters directory.

     

  2. The main Matters directory will open. Here, you can use the filters and other options to view the exact matters you'd like to see on the screen. 

    Use the Search Matters field at the top of the screen to search for a specific matter.

    You can also use the various drop-down filters to choose exactly what you want to see on the screen. You can filter by Matter Name, Date Opened, Practice Area, Vendor, Legal Entity, Status (Draft, Open, Closed), Template Update (Yes/No), and Last Worked date. Use the Manage Filters button to search for available filters and customize the filters you want to see on the screen. Use the Drag to Reorder section to reorder the filters. Click Apply to apply the changes or Cancel to back out. 

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Unity ELM End User Guides

Getting Started with Unity ELM 12
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 11
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 5
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 8
Admin Settings in Unity ELM 30
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 4
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

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