How to Configure OneStepWorkspace so Users can change Client and Matter Descriptions in NetDocuments

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January 16, 2025

Step 1:  Login to One Step Workspace

https://www.onestepworkspace.com/

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Step 2:  Click Modify Existing Workspaces

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Step 3:  Check the box next to the following options

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Users can now modify the Client and Matter Names:

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