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How to update the matter type of your matters in bulk
How to update the matter type of your matters in bulk
A
Written by Ash Kelso
Updated over 6 months ago

Using matter types in Hivelight is an important data point for matter management and reporting.

To save time, you can update the matter type of your matters in bulk from the matter list.

Click on 'Matters' in the left hand menu.

Select the matters that you want to apply the same matter types to (by clicking on the checkbox next to each matter).

The 'update types' button will appear at the top of the matter list.

Click on 'update types'. Select the matter types to apply to the selected matters, and then click 'update'.

The selected matter types will now be applied to each of the selected matteres.

Note: If any of the selected matters already had a matter type, performing this operation will overwrite the existing matter type with the new matter type(s) you selected.

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