Turning Related Items into Individual Tabs

Did you know you can move settings tabs like Billing/Accounting to their own "menu" to leave room for other, more relevant tabs? You can adjust these settings with just a few simple steps. 

*These settings apply to any object type. In this article, we will be demonstrating how to adjust these settings for your matters.

Navigate to the cog by the Matter Actions button below the matter title. A drop-down menu will appear. Select Related Items at the bottom of the list. 

Here you will see all of your Related Items. Select Show As Tab in the first column for any items you'd like to move to their own "menu." 

Once you've selected the Show As Tab setting, the items you selected will show up with a grid view. This grid view works the same as the grid view you saw earlier, meaning you can configure the column order, ect. See below to view an example of how the Related Items tab now appears at the end of your Matter item dashboard.