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Dates and events

Editing Dates and Events

You can edit a date or event to enter or change its status. For example, you can edit a deposition event to indicate that it was canceled and not rescheduled.
note
Only company users can delete dates and events. If you need to have a date or event deleted, contact your Lead Company Person.
Required role | Only a matter administrator or matter editor can edit dates and events for a matter.
To edit a date or event:
  1. Select
    Matters
    , then
    Matter list
     in the left navigation.
  2. In the
    Matter Name
     column, select the hyperlinked name of the matter to open it.
  3. Select the
    Events
     tab.
  4. You can use the second dropdown to filter the list to help find dates or events that occur within a specific time period, such as the next seven days. Select
    Change View
     to show the list of your matters.
  5. Open the event by selecting the hyperlinked name of the date or event in the
    Date
     column.
  6. Click
    Edit date/event
     in the toolbar.
  7. Make changes as necessary.
  8. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm