Editing Custom Data

Created by Kylie Mitchell, Modified on Tue, 10 Jan 2023 at 10:21 PM by Robert Butler

This article will go through how to edit custom data.


Editing Custom Data

  1. Admin.
  2. Click on the Matter Types tile.
  3. Click on the settings button next to the Matter Type you would like to edit the custom data on.
  4. Click on Matter Data.


This will bring you to the matter data screen where you will see all of the data collections that have been created for that matter type.

There will be two buttons beside each data collection:

  • Edit - By clicking on this you will be able to change details about the data collection like: General settings , permissions, matter settings and fields.
  • Fields - This button will allow you to see the fields under the data collection. Here you can change further details about each field. There are more options available for how you can customize your fields through clicking on the 'Fields' than by clicking on 'Edit'.

Related Articles:

- Introduction To Matter Custom Data

- Creating Data Collections