AdvoLogix Matter ManagementApplication GuideMatters Auto-Add Matter ParticipantsStep 1: Add the Auto-Add Checkbox to a Matter Page Layout

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

  1. On the Matter, select Edit Layout in the upper right corner of the Matter detail page
  2. Choose a layout
  3. Select Fields and find AutoAdd in the field list
  4. Drag & drop AutoAdd onto the layout in desired location
  5. Select Save 
  6. Proceed to create a new Matter to work with AutoAdd checkbox field
  7. 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.)