Custom site metadata for matter management overview

Every matter requires information management. Custom fields for a site can be defined, by a system administrator, at the system level to be visible across the list of sites. This is done using a system-level pre-defined iSheet called 'Site metadata iSheet'.

When creating or updating a site, a

Matter Manager

has the option to populate these additional custom fields or metadata for the site. Once the additional fields have been populated, these details will be visible in the

Manage sites

page. You can filter files using the custom file metadata fields applied to a specific folder view, helping you find the relevant documents quickly and efficiently.

For more information on creating custom site metadata for matter management, click here.