
In this article:
How to Create a Matter
How to Edit a Matter
How to Close a Matter
How to Share a Matter
How to Manage Matter Members
How to Delete a Matter
How to Create a Matter
Within Integrated Legal Holds, custodians, holds, and notifications are organized by matter. Creating a matter in the Integrated Legal Holds module of Onna is the first step to managing custodians, holds, and notifications. To create a new matter, follow the steps below:
Step 1
Select âIntegrated legal holdsâ from the main menu.

Step 2
By default, you will be taken to the âMattersâ page within Integrated Legal Holds. From this page, click the blue â+â icon in the upper right corner.

Step 3
Next, youâll add details about the matter to create it.
Start by naming your matter in the âNameâ field (a).
Next, you can (optionally) select the type of matter from the dropdown menu that appears when clicking on the arrow in the âTypeâ field (b).
There are also additional optional fields where you can include more details about the matter. These include the âJurisdictionâ field (c), âBilling numberâ field (d), âNotesâ field (e), and âCase ownerâ (f). Note: the âCase owner fieldâis NOT tied to a user in Onna, but is an open text field, which has a limit of 40 characters.
Once youâve filled out all the details for your matter click the blue âDoneâ button (g).

How to Edit a Matter
Once a matter is created there may be a situation where you need to edit the original details. To do so, follow the steps below:
Step 1
Select âIntegrated legal holdsâ from the main menu.

Step 2a
By default youâll be taken to the âMattersâ page. From here, you can edit a matter from two places:
Option 1:
From the âMattersâ page, click on the ellipsis on the right side of the row of the matter you want to edit (a).
Then, from the dropdown that appears, select âEdit matterâ (b)


Step 2b
Option 2:
From the âMattersâ page, click on the name of the matter you want to edit (a)
Then, click on the ellipsis in the upper right corner of the matter page (b) and select âEdit matterâ from the dropdown that appears (c).


Step 4
Youâll now be able to make any necessary edits to any of the fields associated with the matter (a). Then, youâll click the blue âSaveâ button (b). Your edits are now applied.

How to Close a Matter
When a matter has been resolved and youâve released all holds associated with the matter, youâre able to close the matter while still retaining the details associated with the matter for your records. To do so, follow the steps below:
If a matter contains any active holds, you will not be able to close the matter. You must release all of the holds within the matter before closing the matter. |
Note that once a matter is closed it cannot be reopened or edited. However, the details of the matter will remain visible. |
Step 1
Select âIntegrated legal holdsâ from the main menu.

Step 2
By default you will be taken to the âMattersâ page within Integrated Legal Holds. From this page, click on the ellipsis on the right side of the row of the matter you want to close.

Step 3
From the dropdown menu that appears, select âClose matterâ.

Step 4
Youâll now see a confirmation pop-up appear asking you to confirm closing the matter. To confirm and close, click the blue âClose matterâ button (a). If you need to keep the matter active, click the gray âKeepâ button (b).

Step 5
Once you close your matter you will see the status of your matter change from âActiveâ to âClosedâ on the list of all your matters.

How to Share a Matter
There may be times when the person who creates a matter needs to share that information with another Onna user. This is possible if the user you would like to share with meets the following criteria:
Has an admin role in Onna OR has the special permission to âManage Legal Holdsâ
Has access to the Integrated Legal Holds feature
Once youâve confirmed that the user you want to share with meets the above criteria, you can share a matter that youâve created by following the steps below:
Step 1
Select âIntegrated legal holdsâ from the main menu.

Step 2a
By default youâll be taken to the âMattersâ page. From here, you can share a matter from two places:
Option 1:
From the âMattersâ page, click on the ellipsis on the right side of the row of the matter you want to share (a).
Then, from the dropdown that appears, select âShare matterâ (b)


Step 2b
Option 2:
From the âMattersâ page, click on the name of the matter you want to share (a)
Then, click on the ellipsis in the upper right corner of the matter page (b) and select âShare matterâ from the dropdown that appears (c).


Step 3
Youâll now see a âShareâ window. From here, youâll enter the user you want to share the matter with in the âAdd memberâ field (a). Then, select the permissions you want that user to have for this matter from the dropdown menu in the âSelect access permissionâ field (b).
Finally, click the blue âShareâ button (c) to share the matter.

Matter Access Permissions
There are three levels of access you can assign when sharing a matter. Each access level gives the user different permissions within the matter. Blow is a list of access levels and associated permissions available to users you share a matter with.
How to Manage Matter Members
There may be times after adding a member to a matter that you need to update permissions or delete the member. Youâre able to do this by managing matter members.
Viewing Member Permissions
At any point you are able to view the permissions associated with matter members by hovering over their initials in the âShared withâ column on the matter main page.

To manage the members of your matter, follow the steps below:
Step 1
Select âIntegrated legal holdsâ from the main menu.

Step 2a
By default youâll be taken to the âMattersâ page. From here, you can manage matter members from two places:
Option 1:
From the âMattersâ page, click on the ellipsis on the right side of the row of the matter you want to manage members for (a).
Then, from the dropdown that appears, select âShare matterâ (b)


Step 2b
Option 2:
From the âMattersâ page, click on the name of the matter you want to manage members for(a)
Then, click on the ellipsis in the upper right corner of the matter page (b) and select âShare matterâ from the dropdown that appears (c).


Step 3
Once the âShareâ window appears, click âManage membersâ.

Step 4
The âManage membersâ window will now appear. From here click the dropdown next to the user you want to manage and select the permission youâd like the user to have or delete from the dropdown menu that appears (a). Then, click the blue âDoneâ button (b).

How to Delete a Matter
If your matter is complete and you no longer need the details in Onna, you are able to delete the matter from your list of matters. If, however, the matter is finished and you need to keep the details visible you should close the matter instead of deleting it. If you no longer need the details and youâve released all holds associated with the matter, you can then delete your matter by following the steps below:
Note that once you delete a matter all details will be gone from our systems and it is not possible to recover them. However, the audit log retains details of the matter activities even after the matter is deleted. |
Step 1
Select âIntegrated legal holdsâ from the main menu.

Step 2
By default you will be taken to the âMattersâ page within Integrated Legal Holds. From this page, click on the ellipsis on the right side of the row of the matter you want to delete.

Step 3
From the dropdown menu that appears, select âDelete matterâ.

Step 4
Youâll now see a confirmation pop-up appear asking you to confirm you want to delete the matter. To confirm and delete, click the red âDelete matterâ button (a) and your matter will be removed from your list of matters. If you need to keep the matter details, click the gray âKeepâ button (b) and your matter will remain closed and visible in your list.
