Matter Numbering allows you to auto-generate matter numbers using a pre-saved numbering scheme. It enables users to create a custom numbering scheme.

  • Click on your profile avatar on the top right, then click on Settings.

  • Click on Matter Numbering under Firm Settings.

  • Select from the pre-saved templates or create your combination of the matter numbering scheme. (Select manual entry if you like to enter matter numbers yourself)

  • Click update to save the scheme.

enter image description here
Did this answer your question?