How To Re-Assign Ownership Of A Matter?

How To Re-Assign Ownership Of A Matter?

Overview

Matters.Cloud provides a simple to use facility to re-assign the ownership of a Matter record.

Step 1 - Navigate To Matters List

Select Matters > All matters and locate the Assign button:


Step 2 - Assign Matters

Select the new User to assign the records to and click the Submit button.




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