1) Select a matter from the Matter Master List.
2) Once a matter has been selected, the system will navigate the user to the Matter Details page for the matter.
3) The Matter Details page will present the Basic Info sub-menu of the matter as shown below:
4) The Basic Info sub-menu consists of three parts: Label 1, Label 2, and Label 3.
- Label 1 – shows the matter basic information section.
The information consists of the following:
- Subject – is the file name for the matter.
- Reference No. – is the file number for the matter.
- Practice Area – is the type of law for the matter.
- Status – is the status for the matter.
5) To edit matter basic information section (Label 1), click the Edit button on top right.
6) A pop-up form will be displayed as shown below:
7) To apply changes, click on “Save Changes”.
8) To cancel, click on “Cancel”.
9) A success message will pop-up on top right to show the matter basic information has been successfully updated as shown below:
