When a
file is opened, a
contact tab for the
client of the file is opened first. Under the contact tab, a
file tab is opened, containing the summary information for the matter as well as all related lists, ledgers and operations. Several file tabs can be open under each contact tab. The active content is selected via the drop-down menu that appears when the contact tab is clicked; you can switch between files or return to the contact.
When a file tab is no longer required, it can be closed using the 'X' button which appears beside the interior tabs (Summary, Activities, etc). Alternatively, the entire contact tab (including all open files) can be closed.