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Modifying a Type

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:

  1. Open Suite Manager.
  2. On the Suite Manager control panel, click the icn_Types Types component in the System Configuration area.
  3. On the Types window, select a matter type on the Matter Types tab or an entity type on the Entity Types tab.
  4. Click Edit.
  5. On the Matter Type or Entity Type dialog box, modify the name of the type.
  6. 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.
  7. Click Save and Close.
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