When searching from SAI GlobalDye & Durham, you need to ensure that the 'Your Matter/ File Reference field contains the matter number from Wise Owl.
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Please try to ensure that your matter number is always correct before doing an SAI Global Dye & Durham search to aid in the time saving features of the Wise Owl Legal and SAI Global Dye & Durham integration.
If you do have search results allocated to the error matter, you will need to fix these. You will continue to get warning messages until these are resolved.
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If you have entered a Search into SAI Global Dye & Durham with a matter reference that cannot be found within Wise Owl Legal, your search results will be recorded on the ‘Error’ Matter. These search results will need to be manually changed to the correct matter.
Wise Owl Legal will alert pre-set users on the Error matter being used and will continue to give messages warning about the use of the Error matter for several days.
Details for use of the Error Matter can also be found within the Wise Owl Action Items Report (Reports > Finance > Lists > Wise Owl Action Items) or by within the Error Matter which can be accessed from the Matter Register by searching for ‘Error’.
Any documents or disbursements that are attached to the error matter need to be edited to allocate them to the correct matter number.
We recommend that someone in your office be appointed to check the error matter has been cleared on a weekly basis.
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