Matters are used for organizing client cases. Adding matters also helps you manage databases by topic or case. However, the most important purpose of a matter is to create an association between a database and the users that need to open that database. In order for users to access a database on the Concordance Desktop server, both the database and the users (via a user group), must be associated with a matter.
We recommend that you outline and create matters so that you can keep track of multiple databases and the user groups that require access to them. Folders display in alphabetical order and can easily be added or removed, as needed.
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Once matters are added to the Concordance Desktop server, you can associate databases and user groups to the matters, which will allow the users, assigned to the associated user group, to open the associated database(s). |
To Add a New Matter
1.From the Admin Console, click the Management tab.
2.Right-click on the Matters folder and select New matter.
i.An empty field appears.
3.Type a short name for the matter in the field and press Enter.
4.Double click the newly created matter and the matter information appears in the right-hand pane, where the Name field displays the name you just entered. Type a longer title or description for the matter in the Description field and press Enter.
i.You can now associate a database and user group to the matter, so that the users in the user group have the ability to open the database.
To Delete a Matter
1.From the Admin Console, click the Management tab.
2.Expand the Matters folder on the left to display the list of matters.
3.Right-click the matter you want to delete and select Delete matter.
4.You are asked to confirm the deletion, click Yes.
Deleting a matter removes it from the Concordance Desktop server and any associated clients. Once you delete a matter, if you need to recreate the matter, you need to associate the matter to the applicable clients, databases, and user groups again.
Deleting a matter from the Matters folder, removes the matter from the Concordance Desktop server and any associated client, databases, and user groups. When a matter is removed from a client in the Clients folder, the matter is only deleted from the selected client. The associated database(s) and user group(s) are not affected.
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If you delete the "All User Groups" matter, it prevents ALL users from accessing ALL databases on the Concordance Desktop server. For this reason, we recommend that you do not delete this matter and user group unless you plan to create a matter and user group for every database on the server, and then associate the appropriate databases and user groups with the various matters. |
To Associate a Database with a Matter
1.From the Admin Console, click the Management tab.
2.Expand Matters and select the desired matter with which to associate a database then either use the drag and drop method or database selection.
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Selecting the column header Database for either Available Databases or Matter Databases will sort the databases in ascending |
or descending 
order.3. Select the Databases tab to change from the User Groups selection screen.
4. After sorting the databases to find your desired database, do one of the following:
•Select the database from the Available Databases column and select Add.
•Select the database from the Available Databases column by clicking the left mouse button twice.
5. The added database will be removed from the Available Databases column and added to the Matter Databases column.
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Available Databases - lists all databases registered on the server. Matter Databases - lists all databases currently added to the selected matter. If there are more entries in either column (Available Databases or Matter Databases) than can be displayed at once, then a scroll bar will be displayed for scrolling purposes. |
Drag and Drop Database Association Method
1.Double-click on the Databases folder to display the list of databases on the server.
2.Press and hold down the left mouse button on top of the database you want to associate with a matter.
3.Drag the mouse until it is on top of the matter, then release the button to drop the database onto the matter.
The database is now associated with the matter.
To see the changes reflect on the menu tree select Refresh 
. After adding all desired databases to the matters, select Synchronize now 
from the Management tool bar to update the changes in the matters and databases.
To Insert a Database in a Matter
1.From the Admin Console, click the Management tab.
2.Expand Matters and select the desired matter with which to add a database.
3.Right click and select Insert database.
4.A new folder is created.
5.Type the database name and hit Enter.
6.A new window opens for browsing to the database that you would like to add.
7.Browse out to the database.dcb and select Open.
8.The database will be added to the server and the matter.
To Remove a Database from a Matter
To remove databases from the matter. The databases are not deleted, only the association between the database and the matter is removed.
Select the matter to which you need to remove database.
Do one of the following:
•In version 1.07+, select the database from the Matter Databases column and select Remove.
•In version 1.07+, select the database from the Matter Databases column by clicking the left mouse button twice.
•Expand the matter to review the associated databases then right click on the database. Select Remove Database from matter.
The selected database will be removed from the Matter Databases Column and added to the Available Databases column.
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Available Databases - lists all databases registered on the server. Matter Databases - lists all databases currently added to the selected matter. If there are more entries in either column (Available Databases or Matter Databases) than can be displayed at once, then a scroll bar will be displayed for scrolling purposes. |
To see the changes reflect on the menu tree select Refresh . After adding all desired databases to the matters, select Synchronize now from the Management tool bar to update the changes in the matters and databases.
To Associate a User Group with a Matter
1.From the Admin Console, click the Management tab.
2.Double-click on the Matters folder to display the list of matters.
3.Select the desired matter with which to associate a user group then either use the drag and drop method or database selection.
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Selecting the column header Usergroup for either Available User Groups or Matter User Groups will sort the databases in ascending |
or descending 
order.4. Select the User Groups tab to change from the Databases selection screen.
5. After sorting the user groups to find your desired user group, do one of the following:
•Select the user group from the Available User Groups column then select Add.
•Select the user group from the Available User Groups column by clicking the left mouse button twice.
6. The added user group will be removed from the Available User Groups Column and added to the Matter User Groups column.
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Available User Groups - lists all User Groups registered on the server. Matter User Groups - lists all User Groups currently added to the selected matter. If there are more entries in either column (Available User Groups or Matter User Groups) than can be displayed at once, then a scroll bar will be displayed for scrolling purposes. |
Drag and Drop User Group Association Method
If not already displayed, double-click on the User Groups folder to display the list of user groups.
1.Press and hold down the left mouse button on top of the user group.
2.Drag the mouse until it is on top of the matter, then release the button to drop the user group onto the matter.
The user group is now associated with the matter. All users in the group will have access to any databases associated with this same matter.
To see the changes reflect on the menu tree select Refresh . After adding all desired user groups to the matters, select Synchronize now from the Management tool bar to update the changes in the matters and user groups.
To Remove a User Group from a Matter
To remove user groups from the matter. The user groups are not deleted, only the association between the user group and the matter is removed.
Select the matter to which you need to remove user group.
Do one of the following:
•In version 1.07+, select the user group from the Matter User Groups column and select Remove.
•In version 1.07+, select the user group from the Matter User Groups column by clicking the left mouse button twice.
•Expand the matter to review the associated user group(s) then right click on the user group. Select Remove Usergroup from matter.
The selected user group will be removed from the Matter User Groups Column and added to the Available User Groups column.
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Available User Groups - lists all user groups registered on the server. Matter User Groups - lists all user groups currently added to the selected matter. If there are more entries in either column (Available User Groups or Matter User Groups) than can be displayed at once, then a scroll bar will be displayed for scrolling purposes. |
To see the changes reflect on the menu tree select Refresh . After adding all desired databases to the matters, select Synchronize now from the Management tool bar to update the changes in the matters and user groups.