Capture specific information as you complete a matter.
Once you have set up your custom fields, you can include it on your matter completion slide-out.
Note: A Location Admin can add custom fields to to a matter completion slide-out.
Follow the steps below to learn how:
- Click 'Admin' from the top navigation menu
- Click 'Custom Fields' on the left hand menu
- Select the 'Core Matter Form' tab
- Drag the field required to the 'Completion Workflow' section
- Select whether to make this field 'Required'
- Check the 'Active' box to activate on your completion slide-out
- Click 'save' in the top right hand corner
Note: You can add up to 2 custom fields on your completion slide-out.