Editing Matter Details
1. Click Matters in the left pane.
2. Select the Matter you want to edit and click the … and then Edit in the top right corner of the matter. Or simply click on the matter name to open it.
3. You will be brought to the Overview page of the matter. From here, you can navigate to other matter tabs depending on what you would like to edit.
1 - Edit main information of the matter including your matter contacts.
2 - Manage all matter documents, assign documents to users, update their status or log time spent working on documents.
3 – Manage all matter emails in the Emails tab, including organising them into folders.
4 – Compile documents and emails to a bundle and generate a bundle document.
5 – Manage all incoming and outgoing calls regarding the matter.
6 – Manage all matter tasks
7 – Manage all financial details for the matter, including an hourly rate or fixed fee, time logged, expenses, bills and payments.
8 - Add and edit important matter events such as key dates and appointments
9 – View and edit any additional matter information within custom fields
10 – Give access to matter contacts and share relevant documents with them through the Client Connect
11 - Add and update given or received undertakings for the matter.
12 - Choose email notifications preference, set permissions for the matter or view audit logs on the matter settings
Make sure to Save your changes wherever applicable.
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