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How to assign multiple resource(s) on multiple matter(s)?

  1. Login to LegalXGen.
  2. Go to Matters
  3. Identify and select the matter(s) on which you want to assign the resource(s). You may use relevant filters to search the desired records.
  4. On the top right you’ll find an action button with the tooltip ‘Bulk Assignment‘, click on it.
  5. A Bulk Assignment window appears.
  6. In the window search, choose and add the user(s)/Resource(s) you wish to assign. Click on the Continue button to save the resource(s).

Note: Duplicate user assignment is taken care of. Duplicate Assignment means, that if any of the selected users is already assigned to any of the selected matter(s), he/ she is not assigned again.

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