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Matter setup

Editing Date and Event types

The values you specify on the Date/Event types page control the contents of the
Date/Event type
 dropdown on the matter's
Events
tab and are used to add date or event to the a matter.
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To open the Date/Event Types page:
  1. Select
    Settings
    in the left navigation.
  2. Under
    Matters Setup
    , click
    Date/Event Types.

Adding a date or Event Type

  1. On the top toolbar, click
    New Value.
  2. Enter the name of the new value in the
    Value
    box.
  3. On the toolbar, select
    Save & close
    .

Adding Multiple Date or Event Types

Follow the instructions to add multiple values at one time:
  1. On the top toolbar, click
    New Multiple Values.
  2. In the
    Values
    box, enter the values you want to add. Make sure you put only one value per line. For example, the following is correct:DepositionMediation DateSettlement DateTrial DateBut the following is not correct:Deposition, Mediation Date, Settlement Date, Trial Date
  3. On the toolbar, select
    Save & close
    .

Edit a Date or Event Type

  1. The screen will show the existing values in the drop-down list. Click the value that you want to edit.
  2. Type the new name in the
    Value
    box.
  3. On the toolbar, select
    Save & close
    .

Deactivating a Date or Event Type

  1. The screen shows the values that are currently defined in the drop-down lists. Select the name of the value you would like to deactivate.
  2. Uncheck the
    Active
    box.
  3. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company