Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
It is possible to create new matter types from a system matter type.
However, it is important to remember that the nature of the new matter remains the same as the system matter from which it was generated.
Step 1: Click on the "Admin" tab.
Step 2: Click on the "Manage system classifications" tile.
Step 3: Select the classification you wish to copy and click on the "Copy" icon in the top right corner.
Step 4: Configure the new system classification.
Name your copy.
You can enter the classification name in French by clicking on the en button that appears when you hover over the field to toggle the field to French.
Indicate whether the matter type is active and available for use.
When the "Available to use" box is checked, you will be able to select this matter type when creating a new matter or changing a matter type.
Indicate how you want the new matter type to be displayed.
If "Item of a tile" is checked, the matter type will be displayed below the main tile shown.
If "Main tile" is checked, a new tile will be created for this type of matter.
(Optional) Add a planning for when a new matter is opened by clicking on the magnifying glass.
Uncheck the box if you wish to have no color associated with this matter type. To choose a different color, click on the colored field to display the color selector.
Check this box if you wish to receive a warning when a non-confidential person is added to the file.
(Optional) Add one or more custom legal sections.
Step 5: Once you have completed your settings, click on the green check mark to save and confirm.
Result: A new system classification has been added.