Manage your matter practice areas
When creating or modifying a matter, you can enter the "nature" area of this matter. This may be its practice area (administrative law, company law...), the type of matter (internal, test...). You can at any time, from the settings (1), add new matter practice area (2), change the existing ones (3), or even delete them (4).
This settings menu is only accessible to users with a
profile with the right "Access to the menu Customizable lists in settings" enabled.
2. Add a new matter practice area
- 1. 1. Go to the Matter Practice areas menu (see paragraph 1)
- 2. Click on the button Add a practice area
- 3. Enter the name of the nature to add and click on the button Confirm
Find your new practice area in the list of matter practice areas. You will also find it when creating a matter.
3. Change a file nature
- 1. 1. Go to the Matter practice areas menu (see paragraph 1)
- 2. Click on the button Edit (grey button with a pencil pictogram) to the right of the folder nature to be modified
- 3. Change the name and click Confirm button
4. Delete a matter practice area
- 1. 1. Go to the Matter practice areas customization menu (see paragraph 1)
- 2. Click Delete button (red button with a trash pictogram) to the right of the matter practice area.
Attention: It is not possible to delete a nature that is used in a folder.
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