Objectives
- Reorder matter/cases pages and custom pages.
Steps
Users have the flexibility to rearrange and prioritize tabs on the corporate matter or litigation case page according to their preferences.
- To do so, access the System Settings→ Matters→ Tabs Configuration
- Click on the Tabs Configuration link.
Select the tab configuration you want to reorder and click the gear icon to edit it. This setting is applied separately to Corporate Matters and Litigation Cases, allowing you to reorder tabs within each configuration type individually.
- On this page, you’ll encounter a list of tabs. Some are system defaults, while others are custom pages you’ve created
The "Reset Order" button allows users to easily revert the tab order back to its initial configuration.
- Click and hold the tab you wish to relocate.
- Drag it to your desired position. Perhaps you want the “Attachments” tab right under “Tasks” or "Reminders"
- Release the tab.
- The system will automatically save your changes, and it will be applied to the matter pages with the selected Tab Configuration.
Learn more about creating Matter Custom Pages here.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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