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Approve a work highlight

A work highlight goes to a legal directory under your firm’s name, and often describes a client’s confidential business. Approval is the check that someone with the standing to make that call has read it.

Until a highlight is approved it can be written and edited freely, but it is not ready to be pulled into a submission.

Approval is reversible. Unapprove work highlight puts it back into draft — useful when a client’s circumstances change, or when copy written for one directory needs reworking for another.

  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Open the record you want to work with.

Step 2

  1. On the matter, open the Work highlights tab.

Step 3

  1. Click Approve work highlight on the highlight you are signing off.

Step 4

  1. The highlight is now available to submissions. Unapprove work highlight reverses it.

Step 5