Answer
Nov 17, 2016 - 08:30 PM
1. Mouse over the Navigation Panel, click Matters.
2. Click BULK UPDATE.
3. Under Step 2: Select a field to update, select the field "Matter Options - Status Reports Option."
4. Click the Generate List button.
5. In the charcoal bar across the top, select the Status Report Option you wish to update your matters with (No, Monthly, or Quarterly).
6. Click the Ellipsis icon click "Print..." (we encourage you to keep records of how your matters were prior to any Bulk Update).
7. Click "Save."
For more detailed information on Matter Bulk Update, check out this page from our HelpSite: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_2062-BulkEditingMatterProfile.htm
2. Click BULK UPDATE.
3. Under Step 2: Select a field to update, select the field "Matter Options - Status Reports Option."
4. Click the Generate List button.
5. In the charcoal bar across the top, select the Status Report Option you wish to update your matters with (No, Monthly, or Quarterly).
6. Click the Ellipsis icon click "Print..." (we encourage you to keep records of how your matters were prior to any Bulk Update).
7. Click "Save."
For more detailed information on Matter Bulk Update, check out this page from our HelpSite: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_2062-BulkEditingMatterProfile.htm
