Step 1: Add the Auto-Add Checkbox to a Matter Page Layout
To setup AutoAdd for a particular Contact or Account (based off a particular Matter record type) to all Matters created with that record type; provided you checked the AutoAdd checkbox when creating the Matter.
Add the AutoAdd Checkbox to a Matter Record Type via its Assigned Page Layout
- On the Matter, select Edit Layout in the upper right corner of the Matter detail page
- Choose a layout
- Select Fields and find AutoAdd in the field list
- Drag & drop AutoAdd onto the layout in desired location
- Select Save
- Proceed to create a new Matter to work with AutoAdd checkbox field
- Optionally, click Quick Save and add AutoAdd to additional layouts by returning to Step 1 and choosing another layout to modify (Save those each to maintain new page layout choices.)