This article will show you how to:

• Create a Corporate General matter 
• Enter Client and other parties
• Add Uncommon Contacts and Layouts
• Change the Matter Description
• Change a General matter to Corporate General matter   

 To create a new Corporate General matter, follow the steps below. 

1. Click New Matter from the Home Screen.
2. Select Matter Type: Corporate General.
3. Select 'Next': 
   
   
4. Enter your client details, and any relevant other parties:
   
   - See Adding Contacts for more information on adding contacts generally. 
   
   
5. To add Uncommon Contacts and Layouts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter. 
6. These include Company and Shareholder. 
   
   
   
   
7. Open Info to change the Re Line or Matter Description of your Corporate General matter. Select Override to type a new Re Line or Matter Description:

Change existing General matter to Corporate General

Existing General matters can be easily changed to Corporate General as follows:

1. Open your existing General matter (used for Corporate General)
2. Open Matter Type
3. Select change...
4. Select new Matter Type as Corporate > Corporate General
5. Select OK:
   
6. Enter Reason For Change
7. Select OK:
   

Your matter will now appear as 'Corporate General', with the party roles and layouts that are available in the Corporate General matter.