Objective:
- Edit a Matter to include specific Custom Fields
- Add Custom Field to a Matter
Environment:
- Clio Manage
Additional Information:
Default Matter Custom Fields will automatically appear in the Matter's Edit page under Custom Fields.
Procedure:
- Navigate to the Matter
- Click Edit
- Scroll to the Custom Fields section
- Click inside the Add a custom field or field set box
- Select the Custom Field
- Fill in the field
- Click Save Matter