This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER TYPE TEMPLATES: How do I remove a custom field from a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? View answer
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
TEMPLATES: Can conditional fields be used on existing matters? View answer
Templates, Matter Creation, Matter Management
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
TEMPLATES: What is the purpose of conditional fields? View answer
TEMPLATES: How do I use conditional fields on a templates? View answer
Templates, Matter Management, Matter Creation
TEMPLATES: Why can I not uncheck some fields? View answer
TEMPLATES: How do I create a custom field? View answer
TEMPLATES: How do I make a field optional? View answer
TEMPLATES: What happens if I remove a field from a matter type template? View answer
TEMPLATES: How do I change how budget audits are calculated? View answer
TEMPLATES: How do I change matter template fields? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
TEMPLATES: How do I make a field required? View answer
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