Matter and entity types help categorize matters within eCounsel and entities in Secretariat. After creating a type, you can change the name of the type or make the type historical.
To Edit a Type:
- Open Suite Manager.
- On the Suite Manager control panel, click the Types component in the System Configuration area.
- On the Types window, select a matter type on the Matter Types tab or an entity type on the Entity Types tab.
- Click Edit.
- On the Matter Type or Entity Type dialog box, modify the name of the type.
- If needed, click on the Historical checkbox to select it. Existing records that are categorized by the type will still be available, but no new records may be created for that type.
- Click Save and Close.