Add approval route details

Add approval route details in Legal Matter Management to enable matter creation in Legal Tracker.

Before you begin

Ensure you have installed and activated Legal Tracker spoke. For more information, see Legal Tracker.

Role required: sn_lg_matter.matter_config, sn_lg_matter.matter_fulfiller

About this task

To create a matter in Legal Tracker, the information related to the approval route should be present in both Legal Tracker and Legal Matter Management.

As there is no scheduled job to pull the approval route details, you must manually add it in Legal Matter Management.

Procedure

1. Collect the approval route details from Legal Tracker.

2. In the navigation filter, enter: sn_lg_matter_legal_tracker_invoice_approval_route.list

3. Select New.

4. On the form, fill in the details as present in the Legal Tracker.

   Field	Description
   Invoice Approval Route Name	Invoice Approval Route Name from the Legal Tracker.
   Active	Option to make the approval route active.
   Domain	Name of the outside counsel.
   Invoice Approval Route ID	Invoice Approval Route Name from the Legal Tracker.

5. Select Submit to save the record.

Parent Topic:Configure data to enable matter creation in Legal Tracker