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:
- In Actionstep Practice Management, go to Admin > General settings. The General Settings page appears.
- 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.
- Click Save to save your changes.
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