2017

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KCS - How to Change the Status of Matters in Bulk

Objective:

  • Close multiple Matters at once
  • Edit Matter Status in Bulk

Environment:

  • Clio Web App
  • Matters

Additional Information:

N/A

Procedure:

  1. Go to the main Matters page
  2. Select Matters by checking the boxes located left of each Matter
  3. Open the Action dropdown menu at the top of page and select a Matter Status
  4. Click the Apply button

 

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