Learn how to show and hide other parties and layouts so that your matter file displays the relevant contacts and layouts on a matter-by-matter basis.
- Select the gear icon in the top right corner of your matter.
- In the Matter Settings window, tick the contacts and layouts relevant to this matter.
- Select Save.
- Start adding details to the matter.
Using matter templates
If you have multiple matters that require the same matter details, consider creating a matter template to reduce the need to configure matter details every time manually.