Updating a Matter

  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. Click the name of the relevant matter to open it.
  3. Select
    Edit
    on the toolbar.
  4. On the window that opens, make the appropriate changes.
  5. On the toolbar, select
    Save & close
    .

Editing matter options

After your matter is created and saved, an administrator for the matter can change the matter options at any time.
  1. Select
    Matters
    >
     Matter list
    in the left navigation.
  2. Click the name of the matter whose options you want to edit.
  3. From the toolbar, click
    Edit Options
    .
  4. Make the appropriate changes.
  5. On the toolbar, select
    Save & close
    .