Articles

• Aspects

  Aspects are a particular view of information in the system. They make up the components of the blade style UI forms within the system. Quick Start Editi...

• Add an Aspect to a Work Type

  You can add aspects to work types in Modeller. For more information on aspects, see the Aspects article. When you create a new work type, if you have no...

• Add Custom Data to a Participant

  Once you have created a custom data capture form (form builder) you can add it to your participant in Modeller. Adding data capture to a participant. Us...

• ODS Entity Picker Aspect

  The ODS Entity Picker aspect can be added to a blade on a work type and is used to add/show specific participant roles. Display Widget Title The name of...

• Configure an ODS picker to pick up items from a parent work item

  I want to use an ODS picker on my work type and have it pick up the participants that are on the parent work item. How can I do this? Step 1 - Participa...

• Email Blade Focus Mode

  From version 7.11.0, the Inbound and Outbound Email blades feature a new ‘focus mode’ configuration that streamlines the blade's content to align more c...

• All Aspects in Clio Operate

  Work items in Clio Operate, such as a matter, a task, a contact or an invoice, are built from smaller building blocks called aspects. One aspect shows a...