Editing a Matter

Overview

This tutorial will walk you through the steps to edit a matter from your matter list view in TrustBooks.

Steps

1. Start on the Dashboard Page, select Matters.

2. On the Matters drop-down menu, click the View Matter List.

3. Type the name of the Matter at the Search Bar. Then click Search.

Or you can click the name of the matter you want to edit.

4. Click Edit Matter button.

5. Edit Matter page is displayed. Update the fields you want to edit.

6. Then click Save button.