Complete a legal matter task through Mobile Agent
When you finish working on an assigned matter task, you can mark the task as complete.
Before you begin
Role required: sn_lg_ops.legal_user
Procedure
In the Mobile Agent, navigate to the Assigned Tasks list.
Tap an assigned task.
In the Details tab, tap Mark as Complete.
Result
The matter task is completed and its state updates to Review. It sent to the matter owner for approval.