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 in the left-hand menu in Unity to open the Matters directory.
  2. The main Matters directory will open. Here, you can use filters and other options to view exactly the matters you need. 

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

    You can also use the drop-down filters to narrow the list. You can filter by Matter Name, Date Opened, Practice Area, Vendor, Legal Entity, Status, Template Update (Yes/No), and Last Worked Date.

    Click Manage Filters to search for available filters and choose which ones appear on the screen. Drag filters in the Drag to Reorder section to change their order.

    Click Apply to save your changes, or Cancel to discard them. 

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Unity ELM End User Guides

Getting Started with Unity ELM 13
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 12
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 10
Admin Settings in Unity ELM 31
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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