Customizations

The following sections and articles provide instructions for creating and applying PageLightPrime Settings.

Getting Started with Settings in PageLightPrime 

Application Settings

Custom Field Settings

Document Settings

Matter Settings

Firm Settings >

Custom Fields >

Email Template>

Matter Numbering>

Users>

Document Assembly >

Matter Pipeline>

Job Titles>

Intake Form>

Court Locations >

Groups>

Work Flow>

Contact Type>

Security>

Practice Area> 

Settings Visibility> 

Relationship Type>

Event Types>

Work Division >

Finance Settings

Contract Portal Settings

Billing Settings>

Contract Admin>

Chart of Accounts>

Contract Numbering>

Credit Note>

Contract Type>

Invoice Settings>

Contract Negotiation>

Quotation>

Contact Approvals>

Payment Receipt>