Solved

Record Settlement Negotiations in SB

  • 12 April 2023
  • 3 replies
  • 29 views

Userlevel 1

I’m pretty sure I once saw a place in SB where you could document settlement negotiations, but now I can’t find it, and I can’t find any guidance.  Anyone know where it is? 

icon

Best answer by emily142 12 April 2023, 22:57

View original

3 replies

Userlevel 4

Hey there! That field is available in certain matter types for various areas of law. Open your matter, go to the upper right corner of the matter template and click on the GEAR icon (cog wheel). There you will find additional fields that you can add to your matter template!

Userlevel 1

Thanks! 

Userlevel 4

Sure thing!

Reply