Setup Overview: Manage Your Default Settings

The Setup area allows you to manage and customize your default settings throughout the application.

Your options, which vary depending on the area, screen, and other factors, include:

This table includes tab descriptions and links to articles to assist with your firm’s setup.

Tab	Setup-Related Articles
Firm Settings	Firm Settings Financial Set up Fee Allocation Reports Set up Automatic Finance Charges Firm Preferences Firm Settings Manage Auto-Numbering for Your Clients & Matters Add Your Logo to Your Invoices Manage Two-Factor Authentication Invoice Settings Invoice and Letter Template Fields Email Templates Customize Email Templates
My Settings	My Preferences Manage Timekeepers User Set Your Default Date Format Set Your Default Country Security Set Idle Period Duration Before Automatic Logout
Custom Fields	Custom Field Types Create a Custom Field Create a Custom Page Manage a Matter’s Custom Fields and Pages Manage a Contact’s Custom Fields and Pages
Document Template	Merge Field and Custom Template Library
Work Flow	Manage Workflows
Timekeeper	Manage Timekeepers
Matter Owner	Manage Matter Owners
List Items	Customize Your Drop-down Menus (List Items)

UpdatedAugust 9, 2024