--- title: "Matter Management" slug: "matter-managment" tags: ["Matter Management"] updated: 2026-02-09T10:07:34Z published: 2026-02-09T10:07:34Z canonical: "docs.revealdata.com/matter-managment" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt > Use this file to discover all available pages before exploring further. # Matter Management Click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202026-01-28%20200453.png) to open **Matter Management**. This topic addresses various tasks you can complete while working with matters. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/ScreenShot%20matter%20management%20blured.png) ## Add Matters 1. Select ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/create-matter-button.png). 2. Define the **Matter Details**. Only the **Name** is mandatory. Click **Show More...** to define more details. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/matter-detial-modal.png) 3. Click **Save.** ## Delete Matters - Delete a single matter via the **Delete Matter** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-06WCBBOC.png) (located at the end of the row). - Delete multiple matters by selecting them and clicking the **Delete selected Matters** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-JDS1333G.png)(located at the top of the page). ## View, Filter & Sort View matters and filter/sort them via the columns. > [!NOTE] > Note: > > Filtering/sorting works the same on all pages. 1. To add/remove columns, select the **Settings** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-icon.png). 2. Then, select **Columns** and (de)select the appropriate columns. 3. Update the Matter Management View with the **Refresh** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20172344.png). ## Work with Matters ### Matter Management Options 1. Double click the matter, or click![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-26%20133248.png)to open the matter management options. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/create-manager-page.png) This is where you can: - Edit the matter details. - View custodian holds and activity. - Work with holds. - Apply security to the matter. #### Overview The overview tab provides a matter summary. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/matter-summary-blured.png) - Click **Edit** to open the Matter Details window for adding or deleting items. #### Custodians The Custodians tab is an overview of all custodians related to the matter. You can quickly view the custodian status and holds applied to each custodian. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/matter-custodians-tab.png) 1. Click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodian-hold-icon.png) to view the **Custodian Holds**. 2. Click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/custodian-activity-icon-matter.png)to view the **Custodian Activity**. This will take you to the Audit screen. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/cusotdian-activity-pop-up.png) - Selecting a record will bring up the event details. #### Holds The Holds tab is an overview of the available holds that are related to the matter. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/my-holds-matters.png) 1. Click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/create-hold-button.png) to open the Legal Holds details page and create a new Hold. 2. Click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-26%20133248.png) to open the Holds management page. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/issued-holds-overview.png) 3. Click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-26%20133304.png) to delete the Hold. #### Security The Security tab gives an overview of the security access for all users in the matter. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/my-holds-securtiy-tab.png) 1. To edit matter security, click **Edit** to open the **Matter Security** window. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/matter-security-modal.png) > [!NOTE] > Note > > Global Hold Managers and Global Hold Viewers will always have access to all matters and holds. ### Add a Label to a Matter Labels help to organize matters, holds and custodians. You can quickly search and filter using labels. 1. Click the **Label** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/label-icon.png). 2. Enter the label name and click **Save.** ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/matter-labels-modal.png) 3. The label icon will turn blue to indicate a label has been attached to that matter.![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/has-labels-menu%20.png) 4. Add Labels to your column view to quickly filter on the labels. - Click **Settings>Columns>Check the box** next to Labels. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/matter-columns.png) - Click **Filter on Labels** and select your label.![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/labels-filter-matter.png) 5. Click **Clear Filters** to return to the main screen. 6. Click **Settings>Save View** to keep Labels in your column view. ### Add Labels to Multiple Matters 1. Select your matters. 2. Click the **Label** icon at the top of the screen. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/labels-main-menu.png) 3. The Labels window will open indicating the labels in use. Add a new label and click **Save**. The new label is shown in blue and added to all items selected.![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/labels-main-menu-modal.png) 4. Clicking on a label already created will add it to all items selected. Labels can be added and deleted on multiple matters using this method. ## Export Matter Management View 1. Export the Matter View in a CSV, Excel or PDF file. 2. First, select the **Settings** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-icon.png). 3. Then, select **Export As...** and select the format to which you want to export. ## Save View The Matter Management View might have been adjusted by filtering, sorting and/or by a specific selection of columns (via Settings > Columns). 1. To save this new view, select the **Settings** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-icon.png) . 2. Then, select **Save View**.