Attach existing Sale/Purchase Matters and unlink existing joint Matters
It is possible to retrospectively link (attach) sale and purchase matters if they were created as unlinked files, and/or break a link between existing joint sale and purchase matters should one of them fall through. You can also use the 'Attach' functionality to create a new matter.
Attaching Existing Matters
From the Find screen, search for the matter. Right-click or click on the blue menu bar at the top of the filters, click 'Attach' and select Existing Matter.
A new window will open up which is used to search for other matters where the Client, Fee Earner and Partner are identical. Whilst you can search for a particular matter, the 'Show All' button will display any matters which can be linked to the one you highlighted in the Find Screen - this is often the quickest way to identify the correct one to attach/link. If the system cannot find a matter available, it will give you a message advising this. A window then opens with the matter selected ready for you to 'Select'
If you have more than one option, highlight (click on) the correct property and 'click to Select'
You can also apply a search to find a particular matter using the highlighted area below, however if the client, fee earner or partner details don't match exactly, you will see the message below:
When you select a matter to attach you will then be shown details of both matters to confirm the link.
Unlink Attached Matters
If you highlight a matter that is attached on the Find Screen you will now see a Unlink menu option available.
You will then be shown details of the two attached matter to confirm you want to unlink.
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