Bulk Actions are higher level functions and if you cannot see these on your screen, you may need to contact your Power User to provide you additional permissions.
To complete a bulk action, Navigate to the Matters tab by clicking on the Gold matters folder from the navigation bar.
Down the left hand side of the screen, there are checkboxes.
- Tick the checkboxes that you would like to bulk close.
- After selecting the records are ticked, scroll down to the bottom of the screen and click on the Bulk Actions Dropdown
- Choose the 'Close' button
- Choose the 'Close' button
- This will take you to a Bulk Close page asking you to confirm the Close and where they are filed.
- After checking, you can click on the 'Close Matters' button to finalise closing multiple matters.
Note: If you have accidentally closed matters that need to be re-opened, you can use this process to re-open matters as well.