How I can change the name of an existing matter?

1. Click on the Matters tab present on the nap bar.

2. Select the matter for which you want to edit the name.

3. Click on the pencil icon present on the right-hand side.

4. Update the matter title/name, then click on the Save button.

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• How to edit the name of the matter?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit the name. 3. Click on the pencil icon present on the right-hand side. 4. Update the matter title/name, then click on the Save button.

• How to delete existing matter?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter which you want to delete and click the delete icon appearing at the right corner of the screen and click on confirm.

• How I can change the status of the matter from open to close?

  1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to change the status from open to close. 3. Click on the pencil icon appearing on the right side of your screen. 4. A Matter Details form will open, Go to ...

• How can I add personal notes in legal research in the matter module?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the legal research. 3. Click on the Legal Research tab, appearing on the right side of your screen. 4. Click on the + Attach Legal Research button ...

• How can I search my existing legal research?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to search the legal research. 3. Click on the Legal Research tab, and click on a search box, and enter the name of the legal research that you want to search.