Each New Matter Wizard is saved as a separate configuration file in the designated data root path. Create a new folder for each matter type under the <Data Root>\NewMatterConfig subdirectory.
The fields contained in the configuration file are checked against the database fields for the matter type. If you attempt to open a configuration file that does not match the matter type, an error message will display, so it is important that you save the file properly.
To Save a New Matter Wizard Configuration File:
- Create or modify a new matter wizard.
- Click the Save button.
- Navigate to the appropriate directory on the eCounsel server. Do not change the name of the file. It must remain newmatterconfig.xml.
- Click Save to close the dialog box.