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