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This does not remove the matter from any of the data entry screens (Trust entries, Billing etc) but the matter will only be available if the user knows the matter number on those pages.

To nominate who has access to sensitive matters, please click here.

To mark a Matter Sensitive

  1. Open the Matter Register and find the matter you wish to make sensitive.

  2. Open the Matter and scroll down to half way down the Matter Details section

  3. Tick the Checkbox for 'Sensitive Matter' and save the matter.

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The matter will now be listed with a lock symbol next to the status for those who have the right to see sensitive matters.

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