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Quick Add Zen KM Item
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Written by Daryna Chorna
Updated over a year ago

Zen KM is your knowledge management center where you can collect, organize, and share your matter information with your legal team.

You can easily add new Zen KM items from the Quick add panel.

How To Add A Zen KM Item

  • Click the Quick Add "+" icon next to your name in the top navigation menu and select "ZenKM Item" from the quick add menu.

  • Select type of Zen KM Item, such as Subject, Fact, Question, Answer, etc.

  • Select Client and Matter.

  • Set Priority.

  • Enter Description.

  • Link a Tag.

  • Click "Save" button.

You have successfully created a Zen KM item. Go to the Zen KM page clicking the link from left navigation bar. You should now see your new zen km item added to the table list.

If you have any questions, please feel free to contact us.

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