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User Guide: Customizing Your Matter Actions Menu

If you prefer the classic dropdown list or wish to see your actions organized differently, you can re-enable the Matter Actions menu in your personal settings. This menu will appear in the header in addition to the new horizontal navigation.

How to Change Your Menu Preference

  1. Access Your Profile: Navigate to your user settings at simplicity.prolegis.ca/practice/user/profile.

  2. Locate the Menu Settings: Scroll down to the dropdown field labeled "Matter Actions."

  3. Select Your Preferred View:

    Choose one of the three available options:

    • Tools (Default): The new, streamlined command center for matter utilities and portal access.

    • Functional: The classic menu organized by workflow logic (e.g., grouping documents, communications, and closing tasks).

    • Alphabetical: A simple A-Z list of every available matter action for quick scanning.

  4. Save Your Changes: Click the Update button at the bottom of the page to apply your selection.

Which menu should I choose?

Option Best For...
Tools Users wanting the most modern, "click-efficient" experience with maximum screen space.
Functional Users who prefer the "legacy" feel where actions are grouped by their role in the conveyancing process.
Alphabetical Power users who know the exact name of the tool they need and want to find it in an ordered list.

Note: Regardless of which menu you choose, the new Horizontal Tabs and the "i" Matter Info Fly-out will remain available, ensuring you still benefit from the core efficiency upgrades of the new interface.