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How can I change the owner of multiple Matters from the list view?

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You can change the owner of one or multiple Matters from the Matter List View.

Navigate to the Matter TAB

Choose Matters to Change

Choose Matters to Change
  1. Place a checkmark in the box next to the Matter(s) you wish to change.
  2. Click Change Owner

Mass Ownership Edit Page

Mass Ownership Edit Page
  1. Type all or part of the new owner's name in the search field
  2. Click the look-up icon
    • Clicking Lookup opens a lookup search dialog window that allows you to search for the person you want to add as the new owner. 
    • A blank lookup is performed when you click the lookup icon without entering a search term.
  3. Select the Send Notification Email checkbox to notify the new owner.
    • The “From” email address displayed in the notification is your return email address as set in the Email Address field of your email settings.
  4. Click Save to save your changes.

Return to Matter List View

Return to Matter List View

You will then be returned to the Matter List view.

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