Setup Overview: Manage Your Default Settings

The Setup area allows you to manage and customize your default settings throughout CosmoLex.

Your options, which vary depending on the area, screen, and other factors, include:

Adding
Editing
Deleting
Customizing
Exporting

This table includes tab descriptions and links to articles to assist with your firm’s setup.

Tab	Setup-Related Articles
Firm Settings	Firm Settings Financial Change the Default Tax Settings on Expenses Set up Fee Allocation Reports Set up Automatic Finance Charges Regional Enable Province-Specific Settings Firm Preferences Setup and Use Check Printing Firm Settings Manage Auto-Numbering for Your Clients & Matters Add Your Logo to Your Invoices Manage Two-Factor Authentication Setup Email Integration and Permissions How To Log in to the Client Portal Accounting Set Your Chart of Accounts Defaults How To Customize Your Chart of Accounts eBilling Set up eBilling Invoice Settings Merge Field and Custom Template Library Email Templates Merge Field and Custom Template Library
My Settings	My Preferences Manage Your Bank Accounts Manage Timekeepers Setup and Use Check Printing User Set Your Default Date Format Set Your Default Country Setup a Team Calendar Calendar Apps Security Set Idle Period Duration Before Automatic Logout
Custom Fields	Custom Field Types Create a Custom Field Create a Custom Page Manage a Matter’s Custom Fields and Pages Manage a Contact’s Custom Fields and Pages
Document Template	Merge Field and Custom Template Library
Work Flow	Manage Workflows
Timekeeper	Manage Timekeepers Setup Matter Level Fee Allocations
Matter Owner	Manage Matter Owners
List Items	Customize Your Drop-down Menus (List Items) Change the Default Tax Settings on Expenses
Import Definitions	Manage Custom Import Definitions
Apps	Email Document Storage Use Document Management Calendar Apps Legal and Time Apps

Updated on August 29, 2022

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