Name

Enter a name for the category.

Code

Label the category with an export code (optional).

Captions

Edit the title of a caption and turn access to captions on  or off .

Requirements

Mark an item as required on a matter record, hide/disable an item during the matter creation process, or opt to keep a record from being closed unless completed.

Category Connectors

Connect administration to a category so it displays on the matter menu.

Contract/Agreement

Enter the contract information to be displayed on a matter labeled as Contract or Agreement.

Workflow

Delete a workflow step with , or add a new workflow target by using the text boxes and clicking Add New Target. The  icon indicates if the work flow target is automatically added to new records. Click  to turn this function "off".

Patent/Trademark

Edit data fields that will interact with your matter calendar.

Self Service

Add individuals to the list of notification recipients for self-service administration.

Screen Lay-out

Select Turn On to display a module,  to move most important options to the top,  to move an option down, or  to turn display off.

Folder Sets

The folder sets that appear here are automatically created for any future matter added under that specific category. You can find the associated folders in the Files & Folders section of a matter record.

Update current folders by typing in the text box and click Update, or add a new folder by typing the name in the empty text box and click Save. Click  to delete folder.

Finance Captions

Name finance types for the matter finance screen. Click Save to confirm and update.