Setting Matter Types in System Preferences (Admin)

Modified on Tue, 3 Sep at 5:25 PM

Admins can choose your system-wide preferences for managing your matter types. 


NOTE:  For help creating matter templates, see Creating and Editing Matter Templates.



To do this:

  1. In Actionstep, go to Admin > General Settings. The System Preferences page appears.
  2. Locate the Matter types section and make any of the following changes:
    • Toggle Inline Matter type creation to on to allow users to create new matter types when creating new matters.
    • Toggle Show step tree to on to include the Step tree on the Steps page of a specific matter.
  3. Click Save to save your changes. 



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