Bulk Assignment
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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Access Bulk Assignment
In the Administration tab, select Bulk Assignment
Click the
icon icon or click the x at the top right corner, to return to the Administration menu.
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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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To add a new matter / client, click the
sign 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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Permissions | Allows User To |
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View Bulk Assignment | To view Bulk Assignment option in the Administration tab. |
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