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  • Adding Steps Inside a Matter - Inline Configuration

Adding Steps Inside a Matter - Inline Configuration

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Overview

As an Administrator you can make some changes to the workflow within matters such as

  • Add Steps
  • Adding Participant Types

You can also create new matter types on the fly from the new 'Global Create' button on the home page.

Global Create > Matter > Add New Matter Type:

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This saves you having to go back to the Admin area each time you want to make a change and is particularly useful when setting up new systems.  It also provides an easy way for free trial users to create new action types and do some light configuration of the workflow.

 

Matter Type Settings

Go to Admin > Matter Types > {your matter type} > Matter Type Settings to enable Inline Customization.

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This allows the creation of a new step in a matter when you reach the end of your workflow:

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