When a matter document set is create using the right-click Create New Matter option in the out-of-the-box MacroView Case and Matter Solution the Matter Name and Matter Number are recorded as hidden metadata which is then automatically applied to any documents or email saved in the matter.

If you need to change the Matter Name or Matter Number after the matter has been created you can change the name of the document set using the right-click Rename option, however in order to update the Matter Name and/or Matter Number on existing documents and emails in the matter, and any new files that are saved to the matter, the hidden metadata must also be updated.

Changing the Matter Name and/or Matter Number

The change the hidden metadata values, right-click on the matter library and select open in Browser then:

1. Open Library Settings
2. Select the Matter Document Set content type
3. Change the Matter Name and/or Matter Number column from hidden to optional
4. Keep the browser page open
5. Back in MacroView Case and Matter, right click on the matter library and select Refresh
6. Right-click on the matter document set you wish to rename and select Properties
7. Edit the Matter Name and/or Matter Number
8. Return to the browser page and edit the Matter Document Set content type
9. Change the Matter Name and/or Matter Number column back to hidden
10. Back in MacroView Case and Matter, right click on the matter library and select Refresh

The new matter name and matter number will now be applied to newly saved documents and emails and will be automatically updated on existing documents and emails within the matter.