How to Add an Entity to a Matter

To add and entity to matter:

1. Open the Matter Home Page
2. Click on the Entities tab
3. Click on Add entity
4. Select the Entity type
5. Search for the Entity
   1. If the Entity already exists, you will be able to select it
   2. If the Entities doesn't exist, you will be able to create it by clicking on "Create new person", "Create new company" or "Create new property"
6. If you are adding a Person or a Company you will be asked to indicate if the person or company is a Client
7. Enter the role of the Entity in the Matter