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Manage a Matter’s Custom Fields and Pages
Once you create custom fields and pages for your matters, you can add or remove them at any time.
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Add or Remove Custom Fields and Pages
To add or remove a matter’s custom fields and pages:
- From the left navigation panel, click Matters.
- On the Matters screen, single-click a matter and click on the three dots at the end of its row.
- From the drop-down, click View.
- From the tabs atop the Matter’s Summary section, click Custom Fields.
- In the upper right corner of the Custom Fields screen, click Settings.
- From the drop-down, click Manage Pages or Manage Fields, as applicable.
- Take your preferred action to make your changes:
- Add or Remove Fields
- Drag and drop fields from Available Fields to Selected Ordered Fields, or vice versa, as needed. Alternatively, you can single-click fields to highlight them, then use the right or left arrows to switch their columns.
- Click Save.
The Custom Fields screen updates with your changes.
- Add or Remove Pages
- Drag and drop fields from Available Pages to Selected Ordered Pages, or vice versa, as needed. Alternatively, you can single-click pages to highlight them, then use the right or left arrows to switch their columns.
- Click Save.
The Custom Fields screen updates with your changes.
- Add or Remove Fields
- Click Close.