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Add or Edit Introduction Items

Learn how to add, remove, or edit Introduction items in DPS OneOffice from the Client screen within a matter.

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Written by Huzayfah Patel

Add or Edit Introduction Items

  1. Open the relevant matter in DPS OneOffice.

  2. Click Client at the top of the matter.

  3. Stay on the Client tab, then find Introduction.

  4. Double-click the blue Introduction title to open the lookup screen.

  5. Add, remove, hide, or edit the Introduction items as required.

  6. Click OK to save your changes.

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