Edit an existing matter

Edit an existing matter

At any time, you can change the information on a the end of the affair summary.

You can change the information of a matter in 2 ways.

Method 1: block per block

This method allows you to change only in a few clicks the information to be modified.

  1. Go to Matter you want to modify

  2. In the information card you want to edit, click the pencil in the block


  3. Click on the button Next until the button Save appears to save the changes you've made to the matter.
NotesPlease note: The Billing part can only be changed using Method 2.

Method 2: Step by Step

This method will make you resume all the stages of the creation of the matter to change the information step by step.

You can resume the full edition of a matter in several ways:
  1. Via the page listing the Folders



    1. Access the list of matters by clicking on the matter tab on the left side menu

    2. Click on the button  to the right of the folder name in the "Actions" column

    3. Select "Edit"

  2. Via the page of the relevant file



    1. Open the matter you want to change

    2. Click on the button  to the right of the name of the matter

    3. Select "Edit"

  3. Via the "General" insert of the matter



    1. Open the matter you want to change

    2. Locate the "General" card

    3. Click on the icon at the top right of the General card