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  1. Actionstep
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  3. Matter Types

Matter Types

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
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