Using International / State Smart Statuses

First, navigate to the Details of the Matter and set your mode to “Edit” in the top right of the matter details page.

Next, you'll scroll down to the “Status” field in the mark and delete what is currently there. Begin typing “Registered” and a dropdown will appear, allowing you to select "Registered". Make sure to actually click the dropdown “Registered”.

The software will then ask you to update any required fields. Once the required field(s) are entered, the software will generate a renewal/file maintenance documents due date.

How did we do?