The Bulk Editing feature is available for Account Administrators. Please use caution when updating matters in bulk as updates are not easily undone.

1. In the Matters module, check at least one row of your matters. You may also wish to filter on information to pull up just the rows you wish to edit.
2. Click the Bulk Edit button.

3. Click Select field to update and choose from the options in the dropdown.

4. Depending on the type of field you select you will get further dropdown options to select from, or there will be a text editable field (such as if you select the Notes field to update) where you can enter free form text. For this example, click in the Enter new information for field and select from the options.
5. Select whether to Also update all family members of selected matters.
6. Select whether to Update all results of the current query, not just the checked options.
7. If you choose to update associated records, click the view link to preview updated records.
8. When you are finished, click Update.