This article explains how to edit matter and request information within LegalOn.
Edit Request information
Go to the [Matters] list and select the matter you want to edit.
In the Request information section (upper left), click [Edit].
Make the necessary changes and click [Save].
Edit Matter information
From the Matter detail page
You can edit the following fields from the [Matter information] section:
Field | Description |
Matter type | Choose a type to help categorize the matter. Enables filtering on the matter list. See [How to search for Matters using Tabs and Filters] for details. |
Matter status | Select a status. Administrators can customize status options. See [How to add, edit, and delete Matter statuses]. |
Assignee | Assign a user responsible for the matter. |
Secondary assignee | Assign additional users if needed. |
Requesting department | Choose from registered departments. See [How to manage your departments]. |
Requester | Defaulted to the form submitter or email sender. You can select:
|
Due date | Set a due date. |
Workspace | Select the workspace for matter files. See [[Workspace management: Creation and editing by IT Administrators]. |
Custom attributes | Populate any matter-specific custom fields. See [How to manage Matter custom attributes]. |
From the Matter list page
The following fields can also be edited directly from the matter list:
Assignee
Secondary assignee
Matter status
Due date
Requesting department