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Modifying a Type Profile

After creating a new type profile to customize the tabs and fields for specific matter and entity types, you can modify the type profile.

To Edit a Type Profile:

  1. Open Suite Manager.
  2. On the Suite Manager control panel, click the icn_Type_Profiles Type Profiles component in the System Configuration area.
  3. On the Type Profiles window, select an existing profile for the Matters (eCounsel) or Entities (Secretariat) module.
  4. Click Edit.
  5. On the Type Profile dialog box, make changes as needed. See Customizing a Tab by Type Profile and Customizing a Field by Type Profile for more information.
  6. Click Save.

7. On the Type Profiles window, click Refresh Server to implement the changes immediately.

þÿ  For type profiles other than matter or entity, edit the profile on the Type Profiles window.

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