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Editing a Matter Record

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

To Edit a Record:

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