Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

Workflow Automation

Corporate Legal & Claims

Governance, Risk & Compliance

Human Resources Compliance

Editing a Matter Record

Last updated
Save as PDF

The ability to modify a record is determined by the System Administrator.

To Edit a Record:

Open the Matters module.
On the Matters List page, click an entry in the list of matters.
If the Matters Summary page isplays first, click on the Edit button.
In the Matters Edit Mode, make changes as needed in the various tabs.
Click the Save button.