Edit a Matter

To edit a matter:

1. Select Tables > Clients to open the client window.

   

2. Select the appropriate client record.

3. Click on the Matter icon on the bottom of the Client form.

   

4. Select the appropriate Matter from the Matters list.
5. Make any necessary modifications desired.

6. Spell Check the form using any of the following options:

   • Click the Spell Check icon.
   • Select Form > Spelling from the toolbar.
   • Use the keystroke shortcut F7.

7. Save the changes by using any of the following options:

   • Click the Save icon.
   • Select Form > Save from the toolbar.
   • Use the keystroke shortcut Ctrl + S.