New! Bulk Update Matters

Bulk Update Matters:

1. Navigate to the Matters Tab.

2. Use the check boxes to the left to choose the matters you want to update. To update all matters click the top check box.
3. Press Edit in the upper right hand corner

4. A modal window will open with the option to update Matter type, Assigned attorney, start date, due date, or status

5. Select type of update and then press save.

6. Confirm the changes to complete the process. 

User Permissions

By default system admins will be provided the ability to preform to the bulk updates.  This permission can be restricted or extended to other users through User Permissions under settings. 

1. Settings
2. User Management
3. Select the user you would like to extend or remove access for Bulk Update
4. Scroll to the bottom of the page and select or unselect Matters (or the label used by your firm)