How to edit a matter (Client Article)

 

  1.  Go to Menu > Matter management > Search/Add matter

  2.  Search for the matter you need to edit and click on the matter details tab.mceclip0.png

  3.  You can click on the values and change them as needed:mceclip1.png

  4.  Click the green tick and your new value will be applied.

If you are unable to edit there may be a permissions issue with your login. Please reach out to your Admin for confirmation.

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