00:01: This video will demonstrate how to create a custom Matterscape within CARET Legal.
00:07:
00:07: Matterscapes allow you to customize how your matters are displayed by selecting
00:11: specific columns, filters, and sorting options that fit your workflow.
00:17: To begin, select the Matter icon from the left side navigation menu.
00:22: By default, all users will start in the Standard Matter Master View, which displays
00:27: a list of matters sorted by creation date.
00:32: To access additional views and filters, click the View button.
00:37: From here, you can open Matterscapes created by yourself or other user-shared
00:41: Matterscapes,
00:42: or create a new custom view by selecting Create New View.
00:49: First, enter a name for your Matterscape.
00:52: For this example, we'll create an alphabetical matter list.
00:57: Below, you will see a list of available matter fields and custom fields that can be
01:01: added as columns within your view.
01:04: The matter number field is automatically included since it provides direct access to
01:09: matter details.
01:13: You can choose any combination of fields such as primary client,
01:18: matter name, status and responsible attorney.
01:23: To arrange the order of the columns, simply click and drag the column headers into
01:28: your preferred position.
01:29: You
01:32: may also apply filters using the filter icon beside certain fields.
01:36: For
01:38: this example we'll filter the view by responsible attorney.
01:45: Next choose how you would like the list sorted.
01:47: For an alphabetical list we'll sort the matter by matter name.
01:55: Before saving you will also have the option to mark the Matterscape as shared or
01:59: default.
02:02: Shared allows users in the firm to access the view while default makes this your
02:06: personal default matter view when opening the matter section.
02:14: Once saved the new Matterscape will appear within your available views and can be
02:17: selected at any time.
02:22: If you need to make changes later, simply click the pencil icon besides the
02:27: Matterscape name to edit columns, filters, sorting, sharing options, or just to delete
02:32: the view entirely.
02:34: You can also generate reports directly from the Matterscape using the print icon in
02:39: the upper right corner to export the view as a PDF or a spreadsheet.
02:52: This video has demonstrated how to create and manage a custom matterscape within
02:57: CARET Legal.