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Bulk Assignment
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Bulk Assignment allows you to bulk import sites from Kira and HighQ. You can fetch all the site metadata and security and migrate the projects to matters.
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Select the project and click the drop-down in the Matter column. Select the matter to be assigned. Click Update.
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Note: The Update button is displayed on selecting the matter.
To add a new matter / client, click the following sign next to the drop-down field and enter the matter and client details. Click Update.
The project security and metadata is migrated to the matter.
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Click the Show All option to display the complete list of project from the external system.
In the Matter column, click the pencil icon to edit the matter assigned details.
Click Update to save changes.
Required Permissions
Permissions | Allows User To | |||
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View Bulk Assignment | To view Bulk Assignment option in the Administration tab. | 📌
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