Step 1: Login to One Step Workspace
https://www.onestepworkspace.com/
Step 2: Click Modify Existing Workspaces
Step 3: Check the box next to the following options
Users can now modify the Client and Matter Names:
How to Configure OneStepWorkspace so Users can change Client and Matter Descriptions in NetDocuments
About the Author
Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.
With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.
Craig Bayer