How to assign multiple resource(s) on multiple matter(s)?
- Login to LegalXGen.
- Go to Matters
- 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.
- On the top right you’ll find an action button with the tooltip ‘Bulk Assignment‘, click on it.
- A Bulk Assignment window appears.
- 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.