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[New] How to manage Matter intake forms

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

This guide explains how Module Administrators can edit, delete, and manage Matter intake forms.


Editing or deleting Matter intake forms

You can edit the content of a Matter intake form or change its public link.

Edit a Matter intake form

  1. Go to [Module settings] > [Matter Management] > [Intake forms].

  2. Hover over the form you want to edit and click [Edit].

  3. Make your changes to the form, then click [Publish changes].

Your updates will now be live on the form.

Delete a Matter intake Form

  1. Hover over the form you want to delete, click [...], and select [Delete].

  2. Review the confirmation message, and then click [Delete].

The form will be deleted.

Change sharing settings

  1. Hover over the form whose sharing settings you want to change and click [Edit].

  2. In the top-right corner of the screen, click [Change access level].

  3. Select the desired sharing settings and click [Save].

Change or disable the Public link

Change the Public link

  1. Hover over the form whose public link you want to change, click [...], and then select [Edit public link].

  2. Review the confirmation message, and click [Change].

A new public link for the form will be generated and displayed. Copy the link if needed.

Disable the Public link

  1. Hover over the form you want to disable, click [...], and then select [Disable].

  2. Review the confirmation message, and click [Disable].

The form will no longer be publicly accessible.

Note: To republish a form that has been disabled, follow the steps in "Edit a Matter intake form."


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