Editing a Matter

Modified on Tue, 10 Jan 2023 at 10:14 PM

There are a number of things you can edit in a matter from changing the name of the matter to adding restricted access. This article will walk you through how to do that.

  1. First, you will need to open the matter that you want to edit.
  2. Next, click on the 'i' icon next to the title of the matter

    The info icon on a matter
  3. Click "Edit"

  4. In the Edit Matter Properties screen you can edit the following:
    1. The title of the matter
    2. The matter icon
    3. The file reference
    4. Who the matter is assigned to
    5. The status of the matter
    6. Add a banner (Here you can add an important message and it will show across the top of the matter)
    7. Restrict access ( turn this to "on" and you can add users that you want to have access to the matter and it will restrict everyone else from the matter).
  5. Once you have made all the changes required click the "Save" button.

    The edit matter properties screen

Related Articles:

- Deleting a Matter

- Creating a Matter

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