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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add collaborators to a legal matter through Mobile Agent

Add other users as collaborators so that they can view the details and progress of a legal matter.

Before you begin

Role required: sn_lg_matter.matter_fulfiller

Procedure

  1. In the Mobile Agent, navigate to the Assigned Matters list.

  2. Tap the assigned matter to which you want to add a collaborator.

  3. Tap the actions icon (

Image omitted: action-icon.png
Actions icon.\) and select the **Add Collaborators** option.
  1. Tap the Add Collaborators field and select the users to add as collaborators.

  2. Tap the ok icon (

Image omitted: ok-icon.png
OK icon.\).
  1. Tap the submit icon (
Image omitted: submit-icon.png
Submit icon.\).