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:

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