User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-6 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
changed if it already exists, through the Project Information Panel. Click
the Client Management Tab, select the Project to display its Information
Panel. Double-click the existing matter ID (or double-click to the right of
the Matter ID field if blank) to display the Edit dialog. Enter or change
the matter ID and click OK.
6. (Optional) Deselect Create Custodian if you do not want to create a
custodian at this time. Proceed to step 6. If you want to create a custo-
dian at this time, do the following:
•Enter a custodian name. A maximum of 30 characters are per-
mitted.
•Enter a description.
• Proceed to step 7.
7. Select a task table from the drop-down list. The task table that appears
in the field is based on the last task table selected for the Client. For
more information about Task Tables, see Chapter 2, Ipro eCapture Con-
troller and the section Assigning Task Tables to Workers on page 2-15
for information about assigning Workers to Task Tables.
8. (Optional) Deselect Show Project Options after Creation if you do
not want the Project Options to display.