Matter - Bulk Close

Owned by Karen McDonald
Last updated: Aug 20, 2024 by Queenie Flores
2 min read

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.

  1. Tick the checkboxes that you would like to bulk close.

    image-20240820-024731.png

     

  2. After selecting the records are ticked, scroll down to the bottom of the screen and click on the Bulk Actions Dropdown

    1. Choose the 'Close' button

      image-20240820-024811.png

       

  3. This will take you to a Bulk Close page asking you to confirm the Close and where they are filed.

     

  4. 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.



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