Choosing System-Wide Preferences for Matter Types

Modified on Tue, 21 May at 1:14 PM

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

NOTE:  For help choosing matter type-specific settings, see Creating and Editing Matter Templates.

To do this:

  1. In Actionstep, go to Admin > General Settings. The System Preferences 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.
  3. Click Save to save your changes. 

Related Articles:


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article