Custom Data is a way of storing important information within a matter and can be arranged in a number of different ways. For example, you may want to record settlement dates for conveyancing matters, and this can be done through a custom data field.
In Actionstep, when there is a collection of data fields we refer to them as a custom data collection and the individual text fields are referred to as custom data fields. These fields also act as merge fields.
When creating matter data you need to create a data collection first, then create the fields that will go into it.
Viewing Custom Data
You will find any custom data collections on the top menu bar of your matter.
When you click on a custom data collection this will take you to the custom data for that collection.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article