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The Matter File record has one main tab besides History: the File Details tab. Matter File records have Description fields, and inherit the access permissions from the linked Matter record. If the linked Matter record is confidential, or has called out specific people who can view it, the same people are able to access the files linked to the Matter record.

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The drop-down list in the File Type field is managed by the Matter File Types table, and includes the following values by default:

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Matter Files are created when attachments are added to Matter records. You can also create Matter Files directly from the Matter Files table.

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