Overview
You can manage your firm's custom information for each matter right from this tab. Custom information is defined in Firm Settings by your firm administrator where they can define certain custom field data types that will apply to all matters.
How To Add Custom Information For A Matter
Custom field information can be sorted, managed, imported, and exported from the table.
Go to the Matters list page
Select a matter in the table by clicking the matter's name
On the specific matter detail's page, click the "Info" tab
Click "Add Custom Field" to add new information
In the pop up window, enter new field label, field name, and field value
Click "Save"
You have successfully saved a new custom information for your matter
Now, click the "Edit Mode" button to edit existing information
In the table, each row will have an input field where you can enter information
Enter values under the "Value" column in the table
All changes are auto-saved and shown next to the input field
You can quickly enter information for multiple fields at once
Once you've completed entering information, click "Finish Editing" to save
You have the ability to create a document from a matter details page and use the document blueprint fields, represented by the { } squiggly brackets. The information filled out on the Info tab will automatically populate your document. Read more about how to create a document using document blueprints.
If you have any questions or comments, let us know!