AdvologixPM

How do I edit a Research record?

Updated on

You can access Matter specific research from the Matter record, and edit it from there.

From a Matter Detail Page

Hover over the Research Link

When the Hover screen appears choose the research record you wish to edit, by clicking on the Edit link

Edit the Research Record

  1. Add/modify the data, as desired
  2. Click Save to save your changes

(Alternately) Navigate to the Research Detail Page

Alternately, you can reach the edit page (shown above) by clicking the Edit button on the Research detail record.

Previous Article How do I add Research details?
Next Article Introduction to Courts