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When searching from SAI Global, if you do not enter in a matter number that is the same as one within Wise Owl, you need to ensure that the 'Your Matter/ File Reference field contains the matter number from Wise Owl.

This must be exactly the same as the matter number in Wise Owl including spaces, hyphens or other additions otherwise your search results will be imported to Wise Owl and assigned to an error Error matter.

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Clear Here to move Search Results from the Error Matter

Clear Here to move Search Fees from the Error Matter

This error matter is a failsafe to ensure that your search results come back and allow you to allocate them after the search.

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Please try to ensure that your matter number is always correct before doing an SAI Global search to aid in the time saving features of the Wise Owl Legal and SAI Global 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.

1. Go to the Document Register > Allocate Documents
   
   
   
   
2. Set the Date range wide enough to find your document and set the status to Final
   
   
   
   
3. Use the Allocate document page to set a specific matter for this document. Once you receive a tick at the end of the line, you can navigate away and your document will be saved.

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