Change Case Details

The case details are populated from when the case was created. You can edit the details of any case from the Details tab of an open case. For example, if you entered the wrong matter number when you created the case, you can change it.

 

To change the case details, open a case and follow the steps below:

  1. Select the Details tab in the upper-left corner of the screen.

    2. The Case Details page appears.

  2. Click the Edit button in the Case Details panel.

    3. The Edit Case Details dialog appears.

  3. Make any changes to the fields in the dialog.

  4. Click Save.

    5. The new matter number appears in the Case Details panel.