Can I Edit Matter Names?

  • Updated
You can edit existing Matter names in the Matter Details.
  1. Navigate to the Matters section, then select a Matter from the list to open the Matter Details.

  2. Hover over the Matter Name in the Matter Fields section until you see the Edit icon (gray pencil), then click it and enter a new name in the Enter Matter Name textbox that displays.

  3. Click the blue checkbox beside the field to save the new Matter Name.

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