Updating Matters in Bulk

Bulk updating matters saves time when making the same change across multiple matters.

How to Bulk Update Matters 🔄

1️⃣ Navigate to Matter Management:

• Go to Menu > Matter Management > Search/Add Matters.
  

2️⃣ Filter to Find Matters:

• Use at least one filter to refine your search.
• Click Search once filters are set.

3️⃣ Select the Matters to Update:

• Use the tick box beside each Matter Ref to select matters.
• To select all open matters on the current page, tick the box at the top left corner. 

⚠️ Important:
❌ Closed matters cannot be updated. To edit a closed matter, reopen it first.

4️⃣ Click the Green "Update" Button:

• Located on the right side of the results table.

5️⃣ Select the Property to Update:

• Choose the Matter Property from the dropdown.
• Enter the new value(s).

Available Bulk Update Fields

You can update the following matter properties in bulk:

✔️ Allocations
✔️ Matter Category
✔️ Department
✔️ Entity
✔️ Internal Matter Lead
✔️ Matter Participant
✔️ All Custom Matter Fields & Categories (unique to your company, created by Admins)

6️⃣ Apply the Updates:

• Click Apply to save the changes.

7️⃣ Confirmation Message:

• A pop-up message in the bottom left corner will confirm:
  ✅ "X matters updated successfully."

⚠️ Important Considerations

• Be extra careful when applying bulk updates to avoid unintended changes.