In this article:
Concept and required permission
In-line editing allows you to treat the matter or contract grid a little more like a spreadsheet in that you can switch the grid into an 'Editable' mode and make changes directly to some fields without having to open the matter or contract to do so.
Typically, if you have access to the matter or contract (i.e., it is visible to you in your grids), you can edit it using in-line editing. It is not mandatory to join the matter or contract to make it editable. In fact, for efficient intake management and allocation of matter managers, it is advisable to edit without joining every matter.
Firstly, ensure that you have the below permissions enabled:
Do note that the above grid editing permissions are child permissions of the "Full Matter/Contract" access, and will be initially set to OFF for both new and existing users.
Limited members are not able to edit matters or contracts from the grid.
When you have the necessary editing permission, a pencil icon will be visible at the top right corner of your grid screen. Click this to enter the 'Editable' mode.
How it works
After switching the grid into 'Editable' mode, pencil icons will become visible next to any editable field. You can then simply click on the relevant icon to modify that field.
Clicking anywhere outside the edited field box or hitting the 'Enter' key will confirm and save the changes you made to the field.
Press ENTER to save and move down to the next row
Press SHIFT+ENTER to save and move up a row
Press TAB to save and move to the next editable field in the same row
Press SHIFT+TAB to save and move to the previous editable field in the same row
What fields can I edit?
At the moment, you can edit the following field types:
Single line text
For contracts, in addition to the aforementioned fields, you have the option to edit:
Contract type - this will change the fields visible on the record
Expiry date - this will trigger renewal workflows that exist on the record