How to Edit a Matter Category
Matter categories help you organize and classify your matters. If you need to update the information of an existing category, follow these steps.
Step 1: Navigate to Categories
Go to Settings in Liradocs.
From the settings menu, select Categories.
Step 2: Select the Category to Edit
From the list of categories, find the category you want to edit.
Click on the category to open its details.
Step 3: Edit the Category
Click the Edit button to make changes.
Update the information as needed, such as:
Category Label – Change the name or label of the category.
State – Update the state associated with the category.
Step 4: Save Changes
Once all changes are made, click Update.
Your matter category is now successfully updated in Liradocs.
This process ensures that your categories remain accurate and organized for better matter management.
