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.Â
- In the Matter Settings window, select Matter Details.Â
- Use the checkboxes to select which fields will appear on the matter details section. You can use the arrows to view or hide sub-items.
Note:Â You can also use the search tool to locate individual fields. - Select Save.
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.