Documents display across matters

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Oluwaseyi Obabiyi Posted: Wed, Nov 11 2009 4:46 AM

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Hi,

I noticed that when a client has multiple matter records, the documents tab on each matter form displays all the documents from other matters thereby confusing our users. This is highly unacceptable and misleading. How can we correct this and restrict document view on each matter form to the particular matter's documents?

We use TM enterprise 9 SR3 

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Kent Umpenhour replied on Wed, Nov 11 2009 3:38 PM

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You need to login as each user and open a matter, click the related tab and each other tab of related items and change the view to Matter not BOTH (Matter and Client) You are seeing all the related records for the client too which is all of their matters. BOTH is the default setting.

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Ardavan Gurg replied on Wed, Nov 11 2009 3:52 PM

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This can easily be changed:

• This behavior is by design
• In the "Document Tab" or any other supporting records; the user has the ability to view records related by "Client", "Matter" or "Both"
• Please see the following screenshot to change the setting to "Matter" only
• Remember to make the same change for each supporting records (e.g. email, notes)

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Jen L. Rath replied on Thu, Nov 19 2009 5:06 PM

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By way of follow-up on this asked and answered question, is there a way to set as default the preference to display matter-only for all my users, rather than logging into each user's TM account to do this?

Thanks.

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Matt Stone replied on Fri, Nov 20 2009 9:26 AM

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This is interestingly a very complex question. Here are several thoughts:

1. There is no way to set a default for a new user for anything. When adding a new user, the shipping defaults are applied to that user. As you have seen, the shipping defaults are not what you want.

2. The obvious option that we have is to copy user level settings from one user to another.  This works for most settings but not all and a lot of the time it does not work for new settings. To be specific, it copies ranges of settings and not particular settings.

3. In practice, 2 above works if you have standardized the user level settings. The shipping defaults in many ways are way off the mark, so everyone is best served by creating a "user" from which to copy settings. Log in as that user, configure the settings and log out. Make sure you log out as many user level settings are written to the database upon exit of the program. Once you are content with the user settings, copy them out. If this particular setting is copied to the other sers, than problem solved...if not, you have to log on as each person and make the change.

4. This is not one of the settings that you can change for everyone from general-user level settings than picking the user. You have to log on as them.

Matt