1.From the All tab, click CSM Settings. 2.From CSM Settings, click the E-Billing Roles link in the left pane. 3.Click Edit. 4.Under E-Billing Roles, for each type of object record that you want to include the AFA page, specify the object if it is not currently specified. Do the following for each object: oSelect Involved from the Object Type field. oSelect the name of the object from the Object field. oSelect the Role associated with the object. oClick Add to add the role to the list.  Specifying that Alternative Fee Arrangements Can Appear for Disputes Example 5.Click the save drop-down, and select Save & View. 6.Sync your system with Collaborati. See Starting or Stopping CSM Synchronization with Collaborati for more information. 7.Click the Setup link. 8.From the Go to drop-down, select Object Definitions. 9.Click the object definition link for the matter or project where you want to add the AFA page. 10.Click the Object Views tab. 11.Click the link for the current object view. To look up the current object view, select Default Object Views from the System Settings drop-down and look for the object name and the chosen object view.
12.In the Object View tab that opens, enter AFA in the New tab name field and click add. 13.From the Add the block drop-down, select AFA Information and click add next to the Add the block drop-down. 14.Click Save & Close. |
