Objective:
- If my Matter Numbering Scheme includes the year the case was opened, how do I change that to reflect a new year?
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to the Matter
- Click Edit Matter
- Change the year in the Open Date field
- Select the box that says "Update Matter Number" beside the Save matter button
- Click Save matter
- Refresh your browser to see the change reflected