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 | Description | Setup-Related Articles |
---|---|---|
Firm Settings |
Settings include:
|
|
My Settings |
Settings include:
|
|
Custom Fields |
|
|
Document Template |
|
|
Work Flow |
|
|
Timekeeper |
|
|
Matter Owner |
|
|
List Items |
|
|
Import Definitions |
|
|
Apps |
|