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Setting Matter Type Preferences (Admin)

Admins can choose your system-wide preferences for managing your matter types.

NOTE:  For help creating or editing matter types, see Creating and Editing a Matter Type (Admin).

 

To do this:

  1. In Actionstep Practice Management, go to Admin > General settings. The General Settings page appears.
  2. Locate the Matter types section and make any of the following changes:
    • Toggle Inline Matter type creation to on to allow users to create new matter types when creating new matters.

    • Toggle Show step tree to on to include the Step tree on the Steps page of a specific matter.

      TIP:  This is the Step Tree that will be displayed on a matter's Steps page if this option is enabled. 

  3. Click Save to save your changes.

 

Additional Resources:

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