Add collaborators to a legal matter through Mobile Agent

task brazil Updated Sep 10, 2026 1 min read add-collaborators-to-matter-mobile.md
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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 ([Omitted image "action-icon.png"] Alt text: Actions icon.) and select the Add Collaborators option.

  4. Tap the Add Collaborators field and select the users to add as collaborators.

  5. Tap the ok icon ([Omitted image "ok-icon.png"] Alt text: OK icon.).

  6. Tap the submit icon ([Omitted image "submit-icon.png"] Alt text: Submit icon.).

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