Adding a Subscription

You can subscribe to any lookup value in the hierarchical levels of the flex folder to which you have access. Keep the following in mind when subscribing to values:

  • When you subscribe to a level that has sublevels (not enumerations), all the sublevels beneath the subscribed level are added.

  • When you subscribe to any level that is not the top level in the hierarchy, the subscribed lookup value’s parent hierarchy is added.

To add a subscription:

  1. In the Flex Folders pane, expand the All or Recent node.

    If your administrator has configured groupings for the All node, a set number of characters appear representing the clients and matters names (for example, AB, BB, CA or a set of numbers). Expand the character or number of the client or matter to which you want to subscribe; the results will appear in the tree.

  2. Hover your cursor over the name of the client or matter you want to subscribe. The pop-up menu appears; select Subscribe.

  3. Scroll to the Subscriptions node; notice the item you subscribed to appears.

Another method for adding subscriptions is through the Subscriptions dialog box.

To add a subscription through the Subscriptions dialog box:

  1. Hover your cursor over a flex folder node or any item under a flex folder expanded node.

  2. The pop-up menu appears; select Subscription.

  3. The Subscriptions dialog box appears. Click the Flex Folder drop-down list to select the flex folder, if needed.

  4. Expand Subscriptions to see the items you are currently subscribed.

  5. You can either hover your cursor over Subscriptions or one of the items in the expanded list, then select Subscribe to, and then select client or MATTER.

    If you select client, a Lookup Table dialog box appears with a list of Client IDs and corresponding Client Names.

    If you select MATTER, a Lookup Table dialog box appears with list of Client IDs, Client Names and the corresponding Matter IDs and Matter Names.

  6. Click the radio button next to the client or matter you want to subscribe and then click OK.

  7. Expand Subscriptions to see the selected client/matter.

  8. Click Close (x).

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