Editing a Matter Record

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The ability to modify a record is determined by the System Administrator.

To Edit a Record:

1.          Open the Matters module.

2.          On the Matters List page, click on an entry in the list of matters.

3.          If the Matters Summary page displays first, click on the Edit button.

4.          In the Matters Edit Mode, make changes as needed in the various tabs.

5.          Click the Save button.