Articles under this section
- Step Change: Billing Settings
- Basic Family Law Add-on
- How to change or add a matter type (workflow) icon
- How to Change a Matter's Primary Contact
- Default Task Notifications
- Adding Steps Inside a Matter - Inline Configuration
- Data Source: Step Change Information (1 row per action)
- Data Source: Single Row Custom Action Field
- Marketing Campaigns and Activities
- Sales Pipeline
- Australian Litigation - UCPR App
- Australian Family Law App
- Custom HTML - Custom Data Type
- Custom HTML for Data Fields
- Introduction to Customized Matter Types
- Creating Customized Matter Types
- Configuring Workflow on your Matter Types
- Configuring Steps on your Matter Type
- Configuring Matter Data on your Matter Types
- Parent/Child Dropdown Data fields
- Custom Data Types
- Creating Email Templates
- Related Matters on your Matter Types
- Sharing matter data between related matters
- How do I delete a matter custom data field?
- Switch Matter Types
- Adding an Automatic Email to a Step Change
- Associating a Related matter type with a step change
- Participants