In the Client Workspace
If you select a Client Group at the top of the Client workspace, the Jobs list shows the jobs for all clients in that Client group. Refer to Displaying Jobs from Other Lists.
In Filing Details
When filing emails and documents, the Jobs that display depend on how the option Show jobs by client is set in your Practice Settings. Refer to Practice Settings.
- When Show jobs by client is ticked in the Practice Settings, only the jobs for the specific client are included for selection when filing a document.
- When Show jobs by client is not ticked in the Practice Settings, when filing a document the list of jobs includes all jobs for all of the clients in the Client Group.