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Update main property details

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Written by Huzayfah Patel
Updated over a month ago

Overview

Use this article to view or update the main property details for a file. You can access the Main Property Details screen directly from the workflow and complete or amend any relevant fields.

View or Update Main Property Details

  1. Open the file/matter you want to update.

  2. Click View Workflow.

  3. In the workflow search bar, type Main Property Details.

  4. In the search results, find Main Property Details and click the Edit (pencil) icon next to it.

  5. Review the screen and complete or amend any missing or incorrect fields.

  6. Click OK to save your changes.

The updated main property details will now be saved against the file.

Still Need Help?

If you are unable to find or edit Main Property Details after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.

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