Show and hide Matter Details

Learn how to show and hide other parties and layouts so that your matter file displays the relevant contacts and layouts on a matter-by-matter basis.

Table of Contents

• Access Matter Settings

• Adding contacts that do not fit in any field
• Using matter templates

Access Matter Settings

1.    Select the gear icon from the top right corner of the Matter.

2.    Tick the contacts and layouts relevant to this matter. 

Tip:  You can use the arrows to view or hide sub-items. You can also use the search tool to locate individual fields.

3.    Select Save.

4.    Start adding details to the matter.

Adding contacts that do not fit in any field

If there are contacts that you wish to add to a matter, but their relevant fields are not available in Matter Settings, you can add an Additional Contact field.

Like any contact, you can add multiple additional contacts by right-clicking on it in the matter file.

Using matter templates

If you have multiple matters that require the same matter details, consider creating a matter template to reduce the need to configure matter details every time manually.