How Do I Have Custom Fields Show in Every Matter?
If you would like custom fields to show in every Matter regardless of Practice Area, you must add them to the All Practice Area option.
Here you can select All Practice Areas option from the dropdown list.
When Should I Use Custom Fields?
Custom Fields can be created for any Matter or Contact information you would like readily available. In order to create custom Contact and Matter Fields, an administrator will need to go into Firm Settings. Custom Matter Fields will show in the ...
How Do I Create Custom Fields?
Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
How do I Create Custom Matterscapes?
Matterscapes gives you a custom view of all your matter records by whichever matter or custom field you would like to filter by and or add to view in the columns. To create a Custom Matterscape: Go to the Matter List and select "Preview Custom ...
How do I Edit or Delete Custom Fields?
Custom Fields can be edited or deleted in your Firm Settings. Go to Firm Settings --> Custom Fields and Intake Forms --> Custom Fields. Locate the practice area you wish to edit and select Add/Edit Fields. This will open a module with the existing ...
How Do I Use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
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