The Organization Editor is the central configuration workspace where administrators and users view, configure, and manage all information associated with an organization.
This editor consolidates the complete operational structure of an organization, including its details, documents, projects, communications, and any additional sections configured by the firm’s administrators.
The Organization Editor functions as the operational control center for organization management, providing a single interface where all relevant data can be displayed, updated, and maintained.
access the organization editor
To access the Organization Editor, follow these steps:
- In the Cases/Intake workspace, click Contacts.
- Click the ORGANIZATIONS tab.
- In the Name column, click on the desired organization.
The Organization Editor will open automatically.
organization editor dashboard
The Organization Editor dashboard provides the main operational interface for reviewing and managing organization records.
It contains the following primary components:
- Contextual menu.
- Organization information panel.
- Section display.
contextual menu
The Contextual Menu provides the navigational structure for the organization record. It lists all available sections where users can access and manage different aspects of the organization.
By default, the menu includes the following sections:
| Section | Description |
| Details | Displays the core organization information and configuration details. |
| Documents | Contains all documents associated with the organization. |
| Projects | Displays projects associated with the organization. |
| Communication | Displays communication records and interaction history. |
In addition to these default sections, firms may configure additional custom sections based on their operational needs. These sections extend the functionality of the organization and allow the workspace to adapt to organizational workflows.
organization information panel
The Organization Information panel is located at the top of the editor and provides quick access to key identification details of the organization. This panel typically displays:
- Organization name.
- Tags assigned to the organization.
These elements remain visible throughout the editor for easy reference while navigating different sections.
section display
The Section Display area is the primary workspace where the section selected from the Contextual Menu is rendered.
This area displays the internal tools, forms, data structures, and configuration options of the selected section, enabling users to interact with organizational information, perform updates, and manage operational activities related to that section.
Each section loads its interface within this area, providing a centralized workspace for all organization management tasks.