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 Attorney Mode

Multi Edit - Attorney mode is used to batch reassign the primary Attorney that's assigned to cases. In the following tutorial 146 open cases are reassigned from one Attorney to another.


Batch Reassignment Steps
  1. From your search criteria, select the name of the Attorney currently assigned to cases. Select Open from the Status field if only open cases are to be reassigned:

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  2. Select  Lookup to retrieve all cases matching your search criteria:

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  3. Modify the Attorney for one of the cases listed in your search results.
  4. Select Replicate to display the following options:

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  5. The default options are to replicate the Changes Columns to All Rows which have not yet been changed. Select  Ok to apply.
  6. The reassignments are now ready to be completed as shown below. Please note the dialog in the lower-left of the status bar which states "146 records modified (pending save)":

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  7. Select  Save when finished.

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