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.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.